NVIDIA Unveils Blackwell Architecture for GeForce NOW, Revolutionizing Cloud Gaming with RTX 5080-Class Performance and Expanded Game Library

NVIDIA Blackwell architecture enhances GeForce NOW, offering advanced GPUs, AI features, and an expanded game library.

Quiver AI Summary

NVIDIA has announced a significant update for its cloud gaming platform, GeForce NOW, introducing the Blackwell architecture. This upgrade will provide GeForce RTX 5080-class performance, enabling advanced features like NVIDIA DLSS 4 for streaming up to 5K resolution at 120 fps. The game library will expand to over 4,500 titles through a new Install-to-Play feature, enhancing access to gamers' PC collections. The update also introduces a new Cinematic Quality Streaming mode for improved graphics fidelity and supports a wide array of devices, including the Steam Deck and supported LG TVs. Additionally, NVIDIA is collaborating with Discord and Epic to enhance social gaming experiences, allowing users to play games like Fortnite directly through Discord. Pricing for the GeForce NOW memberships remains unchanged, with plans starting from $9.99 per month.

Potential Positives

The introduction of the NVIDIA Blackwell architecture enhances the GeForce NOW platform, bringing a significant upgrade with RTX 5080-class performance that sets a new standard for cloud gaming.
The GeForce NOW game library will double to over 4,500 titles, increasing accessibility and variety for gamers, particularly with the new Install-to-Play feature allowing seamless access to existing PC collections.
The upgrade includes advanced features like NVIDIA DLSS 4 Multi-Frame Generation, delivering exceptional streaming quality of up to 5K resolution at 120 fps, which was previously only achievable on high-end gaming PCs.
Partnerships with companies like Discord and Epic Games enhance game discovery and social gaming, making it easier for users to connect and play together, thereby expanding NVIDIA's reach in the gaming community.

Potential Negatives

While the update offers significant improvements and expanded features, there is no information on any potential downsides or risks associated with the new NVIDIA Blackwell architecture, leaving consumers uncertain about long-term stability or performance.

FAQ

What is the NVIDIA Blackwell architecture?

The NVIDIA Blackwell architecture enhances cloud gaming performance with RTX 5080-class GPUs for stunning graphics and high frame rates.

How many games will be available on GeForce NOW?

GeForce NOW's game library will double to over 4,500 titles, including new AAA games and community favorites.

What new features does GeForce NOW offer with this update?

The update includes NVIDIA DLSS 4, Cinematic Quality Streaming, enhanced ray tracing, and AI-powered rendering for an improved gaming experience.

Will the pricing for GeForce NOW change with the upgrade?

No, membership prices will remain the same despite the extensive upgrades to performance and game availability.

What devices are supported by the new GeForce NOW features?

GeForce NOW now supports various devices, including the Steam Deck, LG TVs, and popular racing wheels for enhanced gaming experiences.

Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.

$NVDA Congressional Stock Trading

Members of Congress have traded $NVDA stock 75 times in the past 6 months. Of those trades, 59 have been purchases and 16 have been sales.

Here’s a breakdown of recent trading of $NVDA stock by members of Congress over the last 6 months:

REPRESENTATIVE CLEO FIELDS has traded it 29 times. They made 29 purchases worth up to $10,265,000 on 07/29, 07/17, 07/16, 07/14, 07/10, 06/30, 06/26, 06/25, 06/09, 06/05, 06/03 and 0 sales.
SENATOR ANGUS S. KING JR. purchased up to $15,000 on 07/21.
SENATOR SHELDON WHITEHOUSE has traded it 2 times. They made 0 purchases and 2 sales worth up to $100,000 on 07/07, 04/14.
REPRESENTATIVE JOSH GOTTHEIMER has traded it 2 times. They made 1 purchase worth up to $15,000 on 06/24 and 1 sale worth up to $15,000 on 04/09.
REPRESENTATIVE LISA C. MCCLAIN has traded it 4 times. They made 3 purchases worth up to $45,000 on 06/17, 06/11, 06/09 and 1 sale worth up to $15,000 on 06/10.
REPRESENTATIVE ROBERT BRESNAHAN has traded it 10 times. They made 7 purchases worth up to $105,000 on 05/29, 05/23, 05/16, 05/13, 05/09, 04/11, 02/26 and 3 sales worth up to $45,000 on 03/11, 03/03, 02/25.
REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 4 times. They made 4 purchases worth up to $60,000 on 05/14, 05/05, 04/09, 03/17 and 0 sales.
SENATOR JOHN BOOZMAN has traded it 2 times. They made 2 purchases worth up to $30,000 on 05/13, 02/26 and 0 sales.
REPRESENTATIVE JEFFERSON SHREVE has traded it 5 times. They made 2 purchases worth up to $300,000 on 05/08, 02/24 and 3 sales worth up to $1,350,000 on 05/12, 04/07, 03/31.
REPRESENTATIVE BRUCE WESTERMAN has traded it 2 times. They made 1 purchase worth up to $50,000 on 03/03 and 1 sale worth up to $50,000 on 04/21.
REPRESENTATIVE JARED MOSKOWITZ has traded it 7 times. They made 7 purchases worth up to $105,000 on 04/16, 04/07, 03/11, 03/10 and 0 sales.
REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 04/11.
REPRESENTATIVE TERRI A. SEWELL purchased up to $15,000 on 04/10.
REPRESENTATIVE JULIE JOHNSON sold up to $50,000 on 04/07.
REPRESENTATIVE DWIGHT EVANS purchased up to $15,000 on 04/03.
REPRESENTATIVE GREG LANDSMAN has traded it 3 times. They made 0 purchases and 3 sales worth up to $80,000 on 03/27, 02/26.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$NVDA Insider Trading Activity

$NVDA insiders have traded $NVDA stock on the open market 271 times in the past 6 months. Of those trades, 0 have been purchases and 271 have been sales.

Here’s a breakdown of recent trading of $NVDA stock by insiders over the last 6 months:

JEN HSUN HUANG (President and CEO) has made 0 purchases and 154 sales selling 2,775,000 shares for an estimated $467,273,552.
MARK A STEVENS has made 0 purchases and 5 sales selling 2,027,933 shares for an estimated $288,479,262.
TENCH COXE sold 1,000,000 shares for an estimated $142,804,600
A BROOKE SEAWELL has made 0 purchases and 53 sales selling 770,522 shares for an estimated $119,998,758.
COLETTE KRESS (EVP & Chief Financial Officer) has made 0 purchases and 42 sales selling 212,450 shares for an estimated $31,695,689.
AJAY K PURI (EVP, Worldwide Field Ops) has made 0 purchases and 5 sales selling 168,195 shares for an estimated $25,673,039.
ROBERT K BURGESS has made 0 purchases and 2 sales selling 103,324 shares for an estimated $12,899,224.
AARTI S. SHAH has made 0 purchases and 3 sales selling 20,000 shares for an estimated $2,368,377.
DONALD F JR ROBERTSON (Principal Accounting Officer) has made 0 purchases and 4 sales selling 9,000 shares for an estimated $1,172,054.
JOHN DABIRI has made 0 purchases and 2 sales selling 3,323 shares for an estimated $384,538.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$NVDA Hedge Fund Activity

We have seen 2,948 institutional investors add shares of $NVDA stock to their portfolio, and 2,152 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

KINGSTONE CAPITAL PARTNERS TEXAS, LLC added 382,231,120 shares (+267959.7%) to their portfolio in Q2 2025, for an estimated $60,388,694,648
GAMMA INVESTING LLC removed 48,327,113 shares (-99.0%) from their portfolio in Q2 2025, for an estimated $7,635,200,582
CAPITAL RESEARCH GLOBAL INVESTORS added 46,228,880 shares (+48.0%) to their portfolio in Q2 2025, for an estimated $7,303,700,751
JPMORGAN CHASE & CO added 41,486,164 shares (+9.9%) to their portfolio in Q2 2025, for an estimated $6,554,399,050
VANGUARD GROUP INC added 39,465,689 shares (+1.8%) to their portfolio in Q2 2025, for an estimated $6,235,184,205
PRICE T ROWE ASSOCIATES INC /MD/ added 31,338,927 shares (+8.4%) to their portfolio in Q2 2025, for an estimated $4,951,237,076
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 30,727,360 shares (+14.9%) to their portfolio in Q2 2025, for an estimated $4,854,615,606

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$NVDA Analyst Ratings

Wall Street analysts have issued reports on $NVDA in the last several months. We have seen 22 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

Here are some recent analyst ratings:

Mizuho issued a "Outperform" rating on 08/14/2025
Piper Sandler issued a "Overweight" rating on 08/13/2025
Wells Fargo issued a "Overweight" rating on 08/11/2025
Morgan Stanley issued a "Overweight" rating on 07/30/2025
Loop Capital issued a "Buy" rating on 06/25/2025
Barclays issued a "Overweight" rating on 06/17/2025
Oppenheimer issued a "Outperform" rating on 06/16/2025

To track analyst ratings and price targets for $NVDA, check out Quiver Quantitative's $NVDA forecast page.

$NVDA Price Targets

Multiple analysts have issued price targets for $NVDA recently. We have seen 28 analysts offer price targets for $NVDA in the last 6 months, with a median target of $192.5.

Here are some recent targets:

C.J. Muse from Cantor Fitzgerald set a target price of $240.0 on 08/18/2025
Joseph Moore from Morgan Stanley set a target price of $206.0 on 08/18/2025
Vijay Rakesh from Mizuho set a target price of $205.0 on 08/14/2025
Harsh Kumar from Piper Sandler set a target price of $225.0 on 08/13/2025
Aaron Rakers from Wells Fargo set a target price of $220.0 on 08/11/2025
Quinn Bolton from Needham set a target price of $200.0 on 07/16/2025
Rick Schafer from Oppenheimer set a target price of $200.0 on 07/15/2025

Full Release

News Summary:

The NVIDIA Blackwell architecture is coming to GeForce NOW in the platform’s biggest update yet, delivering NVIDIA GeForce RTX 5080-class GPUs to the cloud, including NVIDIA DLSS 4 Multi-Frame Generation for streaming up to 5K resolution at 120 frames per second, new AI-powered features and more.
The GeForce NOW game library will double to over 4,500 titles with the launch of Install-to-Play, allowing members to access more of their PC collections, along with upcoming AAA games launching in the cloud.
A new Cinematic Quality Streaming mode significantly improves graphical fidelity with Blackwell-powered technology for stunning color accuracy, supersmooth streaming and crystal-clear graphics.
The extensive list of supported devices continues to grow — now including racing wheels, up to 90 fps on the Steam Deck, 4K at 120Hz on supported LG TVs and more.
NVIDIA, Discord and Epic are partnering to enable an integrated experience in Discord via a limited-time trial of a GeForce NOW Performance experience, transforming game discovery and social gaming.

COLOGNE, Germany, Aug. 18, 2025 (GLOBE NEWSWIRE) -- Gamescom -- NVIDIA today announced that the NVIDIA Blackwell architecture is coming to GeForce NOW ™, marking the cloud gaming platform’s biggest update yet.

The upgrade brings NVIDIA GeForce RTX™ 5080-class performance, AI enhancements and cloud storage to set new standards for cloud gaming. With thousands of more games on the way, the NVIDIA Blackwell architecture will deliver cutting-edge graphics and the fastest frame rates in the cloud without raising membership prices.

“Bringing the NVIDIA Blackwell architecture, one of the world’s most important computer graphics innovations, to GeForce NOW represents the biggest leap in cloud gaming ever,” said Jensen Huang, founder and CEO of NVIDIA. “With Blackwell, GeForce NOW offers even more stunning graphics, the fastest frame rates and negligible latency to turn any device into a high-quality gaming rig that rivals nearly every other product on the market today.”

Members will gain advanced features like NVIDIA DLSS 4 Multi-Frame Generation, pushing streaming up to 5K resolution at 120 frames per second (fps) — previously only possible with the most advanced gaming PCs.

The upgrade adds support for up to 360 fps at 1080p with NVIDIA Reflex technology and click-to-pixel response times as low as 30 milliseconds. Tapping a global network of NVIDIA SuperPODs, the majority of gamers in GeForce NOW-supported regions will see sub-30-millisecond network latency.

In addition, a new Cinematic-Quality Streaming (CQS) mode uses a host of technological advancements to significantly improve image quality.

Borderlands 4 , Call of Duty: Black Ops 7 and The Outer Worlds 2 are among the new AAA games that will join GeForce NOW, now totaling more than 2,300 games. That number will double instantly with the launch of Install-to-Play, a feature that brings more of gamers’ PC collections to the cloud with new cloud storage.

The Ultimate Upgrade
The NVIDIA Blackwell architecture features enhanced ray tracing and AI-powered rendering, enabling more realistic lighting, richer textures and faster computation to run real-time graphics for even the most demanding games.

With the introduction of GeForce RTX 5080-class GPUs, the GeForce NOW Ultimate membership tier will deliver a stunning 62 teraflops of compute performance and a massive 48GB frame buffer, which enables AI-enhanced gaming experiences and prepares the platform for the future of AI in gaming.

The latest GPU architecture offers up to 2.8x faster frame rates compared with previous-generation servers and outpaces the PlayStation 5 Pro by more than 3x. Enhanced by the latest AMD “Zen 5” CPUs and NVIDIA ConnectX ^® -7 SmartNICs , GeForce NOW features the most advanced hardware in cloud gaming.

Plus, NVIDIA’s broadband connectivity and mobile partner network continues to grow, with new collaborations with Comcast, Deutsche Telekom AG and more. Comcast is enhancing low-latency GeForce NOW cloud gaming through the DOCSIS telecommunications standard, Deutsche Telekom AG is integrating GeForce NOW into its 5G+ network and BT Group plans to trial L4S and 5G slicing to deliver consistent, high-quality 5G performance — whether at home or on the go.

Cinematic-Quality Streaming
Members will experience a noticeable leap in graphics fidelity with CQS for the highest-quality visual experiences in the cloud. CQS features a suite of technologies powered by the NVIDIA Blackwell architecture, delivering:

Stunning Color Accuracy: Support for the YUV color model with 4:4:4 chroma sampling and 10-bit high dynamic range enables true-to-life visuals with richer colors, sharper edges and deeper contrast — ideal for games with detailed text and intricate backgrounds, such as with lush foliage and rich greenery.
Supersmooth Streaming: Advanced AV1 encoders offer seamless adaptation to changing network speeds, ensuring uninterrupted play.
Crystal-Clear Graphics: New heads-up display sharpness and AI-powered video filters, available on select games, keep on-screen text crisp and action scenes free from blur or noise, even during fast-paced games.
Optimized for Every Screen: New automatic detection of a laptop’s display resolution delivers the highest possible streaming quality — especially on laptops with high dots per inch, or DPI.
Blazing-Fast Bitrates: With up to 100 Mbps streaming, every detail stays sharp, so gamers can tap into today’s fastest home internet connections.

Games Multiplier
Publishers are bringing the biggest blockbusters and acclaimed indie hits to GeForce NOW, expanding its cloud library of preinstalled, ready-to-play games to over 2,300 titles.

A host of AAA games will be available to play in the cloud at launch. Upcoming releases include Hell Is Us , a mystery adventure from Nacon, followed by 2K’s and Gearbox Software’s Borderlands 4 and Techland’s Dying Light: The Beast .

“NVIDIA’s Blackwell-powered GeForce NOW upgrade is a game-changer for Gearbox that significantly elevates the gameplay experiences for our players,” said Brian Burleson, vice president of strategic partnerships at Gearbox Entertainment. “GeForce NOW brings the games and universes within them to almost any screen imaginable so that every last detail we’ve worked so hard on is visible. We’re proud to be part of this next era of cloud gaming.”

“Castor Woods in Dying Light: The Beast is the most beautiful world we ever created, with huge improvements to dynamic lighting, physics and graphics,” said Tymon Smektała, Dying Light franchise director at Techland. “With GeForce NOW’s Blackwell architecture, these improvements will be available to more players than ever, even those without high-end PCs at home.”

Gamers can also look forward to the return of the beloved sci-fi role-playing game The Outer Worlds 2 from Obsidian Entertainment; the sci-fi action of Embark Studio’s Arc Raiders ; as well as the highly anticipated Vampire: The Masquerade – Bloodlines 2 from Paradox Interactive and White Wolf. The heart-pounding Call of Duty: Black Ops 7 from Activision is also joining the cloud at launch, as well as a new sci-fi third-person shooter from BigFire Games and NCSoft called CINDER CITY .

“We’re focused on giving players more choice in how and where they play, and NVIDIA’s Blackwell-powered GeForce NOW upgrade helps us do that,” said Craig Duncan, head of Xbox Game Studios. “With enhanced performance and visual fidelity, it’s now easier for players to jump into their favorite worlds, connect with friends and discover new adventures.”

Also new with the GeForce NOW upgrade, Install-to-Play games are made possible by cutting-edge cloud storage servers using high-performance NVIDIA NVMesh technology.

Members will gain access to double the game catalog, streaming more than 2,200 additional Steam titles that publishers have enabled for cloud streaming on GeForce NOW, with more to come. This means GeForce NOW’s library will expand to over 4,500 Ready-to-Play and Install-to-Play titles.

“Seeing so many AAA and indie games arriving on GeForce NOW is a great win for studios and gamers alike,” said Larry Kuperman, vice president of business development at Nightdive Studios. “Expanding the GeForce NOW library with thousands of additional Steam titles means more gamers than ever can experience our worlds — seamlessly and instantly, on nearly any device — for a true PC experience in the cloud.”

Install-to-Play games are downloaded directly to cloud storage, mirroring the experience of having them on a local PC. GeForce NOW Ultimate and Performance members will receive 100GB of single-session cloud storage for Install-to-Play games at no additional cost to their membership.

Members will also be able to expand their cloud storage with persistent storage add-ons: 200GB for $2.99 per month, 500GB for $4.99 per month and 1TB for $7.99 per month.

Install-to-Play games saved in persistent storage will remain ready to launch without the need to download and reinstall for every session.

More Frames on More Devices
Launched earlier this year, GeForce RTX 5080-powered servers are giving the native GeForce NOW app on Steam Deck a performance boost from 60 to 90 fps.

LG monitors and TVs are among the first to benefit from GeForce NOW RTX 5080 server upgrades. Supported LG OLED monitors can also stream in ultra-high 5K (5120×2880) when connected to Windows or macOS devices — no extra hardware needed. LG TVs are also leading the way as the world’s first to stream 4K at 120Hz with HDR through a native app on supported LG TVs.

Support for popular peripherals also grows, with native support for many Logitech racing wheels offering the lowest-latency, most responsive driving experiences.

In addition, the GeForce NOW Mac client will receive all the NVIDIA Blackwell architecture upgrades, turning Apple computers into high-performance gaming machines.

More Easily Connect With Gamers
NVIDIA, Discord and Epic are partnering to transform how people discover and play games together — making it easier than ever for gamers to stay connected.

Powered by NVIDIA GeForce NOW’s game streaming technology and distributed through Discord, the new integrated experience lets players try new games instantly on Discord — no downloads, installs or launchers — without missing a beat of gameplay.

This new integrated experience will let gamers try Fortnite directly in Discord, if they do not have the game installed, through a limited-time trial of the GeForce NOW Performance experience — even without a GeForce NOW membership.

Players only need to create or connect their Epic accounts before instantly dropping into Fortnite.

The integration makes it easier for Discord’s hundreds of millions of users to discover streamed game experiences, such as Fortnite sessions, helping game developers expand their reach where conversations about games are already happening.

Pricing, Availability and Promotions
The GeForce NOW upgrade featuring the NVIDIA Blackwell architecture will begin rolling out in September.

GeForce NOW Ultimate remains available for $19.99 per month or $99.99 for six months, and includes access to RTX 5080 servers. Performance memberships remain available at $9.99 per month or $49.99 for six months. Daily, monthly and annual membership will be available starting at launch. Annual memberships will be available for $199.99 and $99.99, respectively.

To reserve a spot to be among the first to access RTX 5080-class servers on GeForce NOW, sign up for an Ultimate membership .

About NVIDIA
NVIDIA (NASDAQ: NVDA) is the world leader in accelerated computing.

For further information, contact:
Stephenie Ngo
Sr. Manager, PR & Communications
NVIDIA Corporation
+1-408-658-8787
[email protected]

Certain statements in this press release including, but not limited to, statements as to: with Blackwell, GeForce NOW offering even more stunning graphics, the fastest frame rates and negligible latency to turn any device into a high-quality gaming rig that rivals nearly every other product on the market today; the benefits, impact, performance, and availability of NVIDIA’s products, services, and technologies; expectations with respect to NVIDIA’s third party arrangements, including with its collaborators and partners; expectations with respect to technology developments; and other statements that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the “safe harbor” created by those sections based on management’s beliefs and assumptions and on information currently available to management and are subject to risks and uncertainties that could cause results to be materially different than expectations. Important factors that could cause actual results to differ materially include: global economic and political conditions; NVIDIA’s reliance on third parties to manufacture, assemble, package and test NVIDIA’s products; the impact of technological development and competition; development of new products and technologies or enhancements to NVIDIA’s existing product and technologies; market acceptance of NVIDIA’s products or NVIDIA’s partners’ products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of NVIDIA’s products or technologies when integrated into systems; and changes in applicable laws and regulations, as well as other factors detailed from time to time in the most recent reports NVIDIA files with the Securities and Exchange Commission, or SEC, including, but not limited to, its annual report on Form 10-K and quarterly reports on Form 10-Q. Copies of reports filed with the SEC are posted on the company’s website and are available from NVIDIA without charge. These forward-looking statements are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances.

Many of the products and features described herein remain in various stages and will be offered on a when-and-if-available basis. The statements above are not intended to be, and should not be interpreted as a commitment, promise, or legal obligation, and the development, release, and timing of any features or functionalities described for our products is subject to change and remains at the sole discretion of NVIDIA. NVIDIA will have no liability for failure to deliver or delay in the delivery of any of the products, features or functions set forth herein.

© 2025 NVIDIA Corporation. All rights reserved. NVIDIA, the NVIDIA logo, ConnectX, GeForce NOW and GeForce RTX are trademarks and/or registered trademarks of NVIDIA Corporation in the U.S. and other countries. Other company and product names may be trademarks of the respective companies with which they are associated. Features, pricing, availability and specifications are subject to change without notice.

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/2dde938e-2fa4-47fd-97b5-64a557532f7c