AMD and NVIDIA could be on a collision course for CES. AMD CEO Lisa Su has confirmed for the first time that the company is set to launch its next-generation PC GPUs early next year.

“In gaming graphics, revenue declined year-over-year as we prepare for a transition to our next-generation Radeon GPUs based on our RDNA 4 architecture,” Su told investors on AMD Q3 Earnings Call. “In addition to a big increase in gaming performance, RDNA 4 delivers significantly better ray tracing performance and adds new AI capabilities. We are on track to launch the first RDNA 4 GPUs in early 2025.”

The timing strongly suggests that AMD will unveil these RDNA 4-based graphics cards at CES in early January. It’s rare for the company to unveil desktop GPUs at the show (laptop cards are usually on the agenda for AMD at this event). However, NVIDIA is widely expected to use its CES keynote to launch its Next-generation GeForce RTX 50 series GPU. We might get a little more clarity on this when NVIDIA announces its own third-quarter results on November 19.

As PCWorld Notes, AMD’s first RDNA 4 GPUs are expected to offer mid-range performance at an equivalent price in a bid to increase their market share. AMD’s gaming business (which includes the company’s GPU division) saw revenue fall 69% year-over-year to $462 million in the third quarter.