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COLOGNE - Nvidia, the semiconductor giant with a market capitalization of $4.45 trillion and remarkable revenue growth of 86% in the last twelve months, announced Monday it will upgrade its GeForce NOW cloud gaming platform with its Blackwell architecture beginning in September, delivering GeForce RTX 5080-class performance without raising membership prices. According to InvestingPro, the company maintains an excellent financial health score, reflecting its strong market position.
The update will enable streaming up to 5K resolution at 120 frames per second (fps) with NVIDIA DLSS 4 Multi-Frame Generation technology, according to a company press release. The upgrade also supports up to 360 fps at 1080p with NVIDIA Reflex technology and response times as low as 30 milliseconds. With a robust gross profit margin of 70% and strong cash flows, Nvidia continues to invest in innovative technologies while maintaining profitability.
A new Cinematic-Quality Streaming mode will enhance visual fidelity with features including 10-bit high dynamic range, advanced AV1 encoders, and streaming bitrates up to 100 Mbps.
The GeForce NOW game library will expand to over 4,500 titles with the introduction of Install-to-Play, a feature that allows members to access more of their PC collections through cloud storage. Ultimate and Performance members will receive 100GB of single-session cloud storage at no additional cost, with options to purchase persistent storage add-ons ranging from 200GB to 1TB.
Upcoming AAA games joining the platform include Borderlands 4, Call of Duty: Black Ops 7, and The Outer Worlds 2.
Device support continues to expand with the Steam Deck now capable of 90 fps, up from 60 fps, while supported LG TVs will be able to stream at 4K at 120Hz with HDR. The platform is also adding native support for various racing wheels.
Nvidia, Discord and Epic are partnering to enable an integrated experience that will let users try Fortnite directly in Discord through a limited-time trial of the GeForce NOW Performance experience.
Pricing for GeForce NOW Ultimate remains $19.99 monthly or $99.99 for six months, while Performance memberships stay at $9.99 monthly or $49.99 for six months. Annual memberships will be available at launch for $199.99 and $99.99 respectively. Trading near its 52-week high with a strong return on assets of 76%, Nvidia’s stock performance reflects investor confidence in its growth strategy. For detailed analysis and 20+ additional ProTips, visit InvestingPro to access the comprehensive Pro Research Report.
In other recent news, Nvidia’s earnings and revenue forecasts have been adjusted by Morgan Stanley, which now anticipates revenue of $46.6 billion for the July quarter and $52.5 billion for the October quarter. Additionally, Nvidia has entered into a partnership with the U.S. National Science Foundation to develop AI models, with both parties investing over $75 million each in the project. Analyst firms have also made notable adjustments to Nvidia’s stock price targets, reflecting optimism about the company’s future performance. Morgan Stanley has raised its price target to $206, maintaining an Overweight rating, while Mizuho increased its target to $205, citing strong AI server growth. Piper Sandler has set a new target of $225, pointing to potential growth opportunities in China. These developments highlight Nvidia’s strategic initiatives and the positive outlook from analysts regarding its upcoming financial results. Additionally, U.S. Treasury Secretary Scott Bessent mentioned the possibility of expanding a revenue-sharing agreement with China to other sectors, which could impact Nvidia’s operations.
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