Interview with Jensen Huang – "The basics of the game are perfect, fantastic"

This week, Nvidia announced a profit and a turnover down from the previous year. However, they reported a return to growth after two quarters of the week, as the company solved inventory stacking issues related to the collapse of cryptocurrency mining.

People are buying more graphics cards for cryptocurrency, but they are beefing up their gaming PCs to be able to play high-end games, and developers are now adopting Nvidia's Turing architecture in its cards. RTX charts, said Jensen Huang, CEO of Nvidia in an analyst call this week. But the artificial intelligence chip market has been paused with a slowdown in large-scale deployments in data centers.

We met Huang a few minutes Thursday to talk about the state of the games market.

Here is a transcript of our interview.

GamesBeat: It seems that in some ways, if it's not something, like crypto-anxiety, it's another, with the hyperscale break. How do you look at this?

Jensen Huang: We are delighted to have first regained growth. After the last T4 and Q1, I am delighted to regain growth. The hyperscale break is omnipresent. Everyone experiences it. But I do not think it's going to last. It's just that in the second quarter, which is our direction, we have less visibility than we want. Overall, there is no doubt that cloud computing will continue to invest. People will use more and more AI. The acceleration will be the way forward for the computer. These fundamental trends, I believe in it completely.

The break, because of the last quarter or more, because most hyperscalers have taken a little more capacity, how long will it take to exhaust the capacity of a quarter? Not very long. I think it's just a matter of time.

GamesBeat: It seems like a lot of things are happening in the game right now. Transitions are in progress, for example when the PlayStation 5 is considered. The switch is going strong. The computer market is going strong. You said that China is going strong too.

Huang: It was probably always going to happen. It was just pretty opaque for us at T4 and Q1 because we had a little more inventory in the channel. But I think the basics of the game are very good, just fantastic. You know. I am very pleased that raytracing is becoming the norm for next-generation games. Microsoft DXR, Unity, Unreal Engine, Frostbite at EA, all engines jump on ray tracing. We move on to the next generation. You call him. The game is just vibrating.

GamesBeat: Is the possibility of a trade war with China one of the concerns?

Huang: Wars are never good. But the important thing about the tariff is that the vast majority of our manufacturing, as you know, is done outside of this region. He is not affected. From our point of view, the direct impact is relatively small. But hopefully the negotiators will find a quick solution to the tariff dispute and we will return to the growing companies in Asia.

Thank you for asking about the break. We seem to have the impression that the pause on the scale of scales will last forever, but that is not the case. It will pass. For the second quarter, this created a little more uncertainty and we therefore guided in this direction.

GamesBeat: I'm starting to hear more and more stories about AI help games. Do you see some examples of this yourself?

Huang: We do. We will use AI for, of course, the generation of terrain. We will use the AI ​​for animation, character animation. We will use artificial intelligence for the animation of the environment: clouds, water, leaves, fire, explosions. We will use artificial intelligence for the understanding of natural language and speech recognition, in conversation with our digital avatars. We will use artificial intelligence to improve the image using technology such as DLSS. We will use artificial intelligence in many places. That's why we have a tensor core in our calculation.