Colin Loyet's questions to Corsair Gaming Inc (CRSR) leadership • Q4 2024
Question
Colin Loyet, on for Colin Sebastian, asked about the benefit to Corsair from NVIDIA's AI services business, such as use in AI training facilities. He also asked if recent games have spurred hardware purchases or if this is more likely with back-half-weighted titles like GTA 6.
Answer
CEO Andy Paul clarified that Corsair does not target the data center market but has seen individuals build workstations with Corsair parts for AI experimentation, though this demand is not yet sized. Regarding games, he noted that while the market awaits a major catalyst, the upcoming GTA 6 is expected to be a significant driver for hardware upgrades, particularly for high-performance components.