黄仁勋表示RTX 40 GPU或将在9月发布

在2023财年第二季度的财报电话会议上，NVIDIA首席执行官证实，他们的下一代GPU–GeForce RTX 40系列很快就会推出。

英伟达今年第二季度的业绩十分惨淡，游戏收入连续下降44%，每年下降33%。你可以在这里阅读我们财务团队的完整收益报告，但我们要讨论的是，英伟达首席执行官黄仁勋已经确认他们的下一代GPU即将推出。

更重要的是，Jensen还暗示我们，在下个月的GTC 2022上，我们可以听到更多关于下一代游戏GPU架构的消息。下一届NVIDIA GTC将于9月19日举行，并持续到9月22日，而CEO的主题演讲预计将于9月20日举行。

他表示“在游戏领域，我们的合作伙伴和生态系统正在应对消费者需求的突然放缓和纠正渠道库存。不过，游戏的基本面还是很强大的。我们将在未来几个月内度过这个难关，并以我们的新架构进入明年。我期待着在下个月的GTC上告诉你们更多关于它的信息。”

因此，看起来我们或多或少会在下个月的9月得到一个官方的揭幕。这肯定不会是下一代GeForce RTX 40系列阵容的发布活动，而更多的是公告/揭幕活动。我们绝对期待着NVIDIA为游戏界准备的东西。

During its earnings call for Q2 FY2023, NVIDIA's CEO confirmed that their next-generation GPUs, the GeForce RTX 40 series, are coming real soon.
NVIDIA's second quarter this year has been brutal, with gaming revenue dropping down to 44% sequentially & 33% annually. You can read the full earning report by our Finance team here but what we are going to talk about is the fact that NVIDIA's CEO, Jensen Huang, has confirmed that their next-generation GPUs are inbound.
NVIDIA confirmed that its price adjustment on existing graphics cards came in a bid to get rid of excess inventory to make room for the next generation of products. Jensen states that the next-generation graphics cards and the GPU architecture is going to be really exciting which you can read from the statement provided below:
Our strategy is to reduce the sell-in — reduce the sell-in this quarter, next quarter to let channel inventory correct. Obviously, we’re off the highs, and the macro condition turned sharply worse. And so, our first strategy is to reduce sell-in in the next couple of quarters to correct channel inventory. We’ve also instituted programs to price position our current products to prepare for next-generation products.
Ampere is the most popular GPU we’ve ever created. It is in the top 15 most popular gaming GPUs on Steam. And it remains the best GPUs in the world, and it will be very successful for some time. However, we do have exciting new next-generation coming and it’s going to be layered on top of that. And so, we’ve taken — we’ve done two things. We’ve reduced sell-in to let channel inventory correct and we’ve implemented programs with our partners to price position the products in the channel in preparation for our next generation.
All of this we anticipate were working towards a path to being in a good shape going into next year. Oka? So, that’s what our game plan is.
NVIDIA CEO – Jensen Huang (Q2 2023 Earnings Call)
What's more important is the fact that Jensen also gave us a hint that we can hear more about the next-generation gaming GPU architecture by next month at GTC 2022. The next iteration of NVIDIA GTC is going to take place on 19th September and last till 22nd September while the CEO keynote is expected to take place on 20th September.
In Gaming, our partners and ecosystem are responding to a sudden slowdown in consumer demand and correcting channel inventory. Still, the fundamentals of gaming are strong. We’ll get through this over the next few months and go into next year with our new architecture. I look forward to telling you more about it at GTC next month.
I look forward to next month’s GTC conference, where we will share new advances of RTX reinventing 3D graphics and gaming.
NVIDIA CEO – Jensen Huang (Q2 2023 Earnings Call)
So it looks like we are more or less going to get an official to unveil next month in September. This will definitely not be a launch event for the next-generation GeForce RTX 40 series lineup but more so an announcement/unveil. We definitely look forward to what NVIDIA has in store for the gaming community.