Where did these slides come from? It must be missing context, because otherwise these 3 slides would be some of most cherrypicked and wildly misleading non-information that Nvidia has ever put out. Maybe theres a lot of extra footnotes or Nvidia put out some actual data, but I can't find it.
Things that badly need clarification:
How does Nvidia define "RTX gamers" and "RTX capable games"?
How does Nvidia define "RTX" and "RTX On", because they are coming across as contradictory.
Which specific RTX technologies are being counted as "RT"
Does "RT" exclusively mean Ray Tracing, because RTX definitely does not exclusively mean Ray Tracing.
As far as I am aware and if nothing changed, "RTX On" Means to enable any of the RTX portfolio of technologies, Which collectively includes both Ray Tracing and DLSS, as well as other stuff. Basically, anything on this slide:
So with that definition of "RTX", a claim of 400 "RTX" games/apps would be a claim that 400 pieces of software can one or more of the features of the RTX portfolio (for games that's usually DLSS, and usually not RT), but I'm sure Nvidia would be very happy for a journalist to misread that claim and tell everybody "400 games feature real-time ray tracing".
But what we do know is that Nvidia isn't saying "Even among RTX 20 users, Nvidia says 43% play games with RTX On."
What they said is "Data from Millions of RTX Gamers who played RTX capable games in Feb'23 shows ... 43% of 20 series gamers turn RT on". There is a LOT of different ways to interpret this statement.
It's clear to me that they want people to think millions of people are regularly turning on Ray Tracing (on Nvidia hardware) and leaving it on long enough to play a game. But I do not think that is anywhere close to the right interpretation, because there are too many qualifiers for that to be the actual claim. This is why much more context is needed.
What I do know for sure is that "RT" and "RTX" are not the same thing, at least not in previous News-Marketing from Nvidia.
Where things are coming across as contradictory is due to the fact that the majority of RTX games do not have Ray Tracing (~127 RT games as of December 22).
There's a chance that Nvidia's definition of RT includes PC gamers using Ray Tracing on AMD hardware, or console games with Ray Tracing features (also AMD hardware). There's no way to know until they define it.
Another way to read these slides at face value, is that it looks like Nvidia is saying that 79% of their high-end 40 Series owners need DLSS upscaling. Which is funny to think about but probably not true.