Like NVIDIA management, outside analysts are expressing hope that the release of new GeForce RTX 40 family gaming graphics cards, combined with efforts to rid inventory from previous generation products, will allow the company to overcome the acute phase of its overproduction crisis by the end of this year.
The fourth quarter should be the toughest period for NVIDIA in the gaming market.Image source: NVIDIAAnalysts at Stifel this week stressed that NVIDIA has an excellent long-term outlook, but the short-term remains murky as it is difficult to predict when it will get rid of surplus gaming GPUs and begin to build core revenues again.
The market for computing gas pedals in the long term can provide NVIDIA to enter the segment with an annual turnover of up to $1 trillion, and the company will get a significant share of this market.Demand in the gaming segment will not grow until the end of the current fiscal year, which in the calendar NVIDIA will end by the end of January, as explained by representatives Stifel.
In terms of the prospects of demand recovery in the gaming segment, the fourth quarter will be the \"bottom\" from which NVIDIA will further push on its way to revenue growth.
In addition, in the fourth quarter, the company's revenue will be positively influenced by the beginning of mass deliveries of calculation gas pedals with Hopper architecture.
Now, according to the representatives of Stifel, NVIDIA significantly limited the supply of gaming graphics processors, and the release of new products from the family Ada Lovelace will push them to increase, but the revenue will affect not until the next calendar year.
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