Nvidia (NVDA), the GPU manufacturing giant, is rolling out what it calls the largest upgrade to its GeForce Now cloud gaming service. Starting in September 2025, Ultimate tier users will gain access to the new RTX 5080-powered servers. These machines promise 62 teraflops of compute strength and a 48 gigabyte frame buffer, while also using AMD (AMD) Ryzen Zen 5 CPUs with double the memory found in the current setup. As a result, users can stream games in up to 5K at 120 frames per second, and competitive players can reach 360 frames per second at 1080p with latency as low as 30 milliseconds.
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In addition, Nvidia is adding a Cinematic Quality Streaming mode with sharper colors, HDR10 support, and AI-based filters. This will stream at up to 100 megabits per second using the AV1 codec. The company is also doubling its library to more than 4,500 games through an Install to Play feature that stores titles in the cloud. Premium and Ultimate members will get 100 gigabytes of free single-session storage, while larger options up to 1 terabyte will be offered at monthly prices starting at $2.99.
New Chip Built for China
At the same time, Nvidia is working on new chips designed for China under tight trade rules. According to reports, the company is preparing a chip called B30A that is based on its Blackwell design and offers about half the computing strength of its flagship B300 model. Samples may ship to Chinese firms as soon as next month, but approval from U.S. regulators remains uncertain. Nvidia is also expected to deliver a lower-cost RTX6000D chip in September that falls just below U.S. export limits for memory speed.
Therefore, investors now see a mix of opportunity and risk. The cloud gaming push could expand a stable subscription stream, while trade rules leave open questions in the important Chinese market, which accounted for about 13% of revenue last year.
Is Nvidia Stock a Buy, Sell, or Hold?
On the Street, Nvidia continues to boast a Strong Buy consensus, based on 38 analysts’ ratings and 35 buys. The average NVDA stock price target is $192.62, implying a 5.83% upside from the current price.
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