NVIDIA GeForce RTX 4090 Sell-Through Indicators Highlight A Thriving PC Gaming Market

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Not only are gaming PCs with powerful graphics cards still experiencing solid demand, but the entire desktop PC platform has experienced a transformation of sorts in recent years, and was driven even further into the mainstream during the pandemic.

Current macroeconomic factors may fly in the face of growth in any market that could be consideredspending but regardless, demand for high-end PC gaming gear appears strong. We only need to look at NVIDIA’s recent launch of the GeForce RTX 4090, a $1600 graphics card for hard-core gaming enthusiasts, creators and data scientists. Admittedly, it’s impossible to parse out who exactly these gaming GPUs are selling-out to, but demand appears to have been very strong so far with this launch.

The above picture says it all, really. Though this very high-end NVIDIA graphics card retails for $1599, voracious PC enthusiasts and gamers lined up at retailers around the globe for the first days of availability, in hopes of getting in on the action. There’s an important distinction to make here as well. Since NVIDIA was able to deliver a significant quantity of cards for a day 1 global launch effort, we can deduce that there were at least a fair quantity shipped out of the gate.

. There are still a few 3rd party board partner cards to be found, however, though at notably higher price points than NVIDIA’s GeForce RTX 4090 MSRP.“certainly has had people standing in line before for GPUs, but for far lower-priced cards . And with the current economy that’s pretty remarkable.” We should temper this, again, with a little pinch of salt of course, because availability indicators in the current months will be critical to watch. Persistent sold-out flags could mean NVIDIA is selling all the RTX 4090 GPUs it can build, or that it can’t keep up with demand. That said, if we go back to the company’s Q2 2023 earnings call back in August, NVIDIA CEO Jensen Huang commented that, “

our sell-through is off the highs in the beginning of the year, but is still very solid. In fact, sell-through has increased 70% since pre-COVID, pre-pandemic. And so it's very clear that gaming, the fundamentals of gaming are strong, and this medium is really doing well. Not to mention that gaming platforms are being used or gaming PCs are being used for influencers, people are sharing content, creating content, VBloggers , VTubers, etc.

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