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Nvidia is adding some more power to its cloud gaming platform

In case you hadn’t heard, Nvidia’s for gamers again (as long as you ignore its data center business).

On Monday, the chipmaker announced updates to its cloud gaming platform GeForce Now, including news that its remote gaming PCs will utilize Nvidia’s popular, high-powered Blackwell GPUs.

Nvidia is also launching an update called “Install-to-Play” that it says will double the size of its game library. A caveat: players will either have to download the game every time they play or fork over an extra monthly fee for persistent storage. Nvidia said the updates will roll out next month.

In its first quarter, Nvidia’s gaming revenue reached a record $3.8 billion — dwarfed by its data center business, but by itself in line with sales totals of companies like Dr Pepper or Royal Caribbean.

Nvidia is also launching an update called “Install-to-Play” that it says will double the size of its game library. A caveat: players will either have to download the game every time they play or fork over an extra monthly fee for persistent storage. Nvidia said the updates will roll out next month.

In its first quarter, Nvidia’s gaming revenue reached a record $3.8 billion — dwarfed by its data center business, but by itself in line with sales totals of companies like Dr Pepper or Royal Caribbean.

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Volkswagen is reportedly closing in on its own, separate tariff deal with the US

In a bid to get its own tariff rate below the 15% applied to most EU exports, Volkswagen is dangling big US investments.

Speaking at a trade show Monday, VW CEO Oliver Blume said the automaker is in advanced talks on a deal to limit its own tariff burden. Volkswagen reported a tariff cost of $1.5 billion in the first half of the year.

Speaking to Bloomberg TV, Blume said the company is in close contact with the Trump administration and has had “good talks” about its separate deal. The current 15% tariff rate on EU vehicles would still “be a burden for Volkswagen,” Blume said.

A company reaching a tariff deal separate from its home country isn’t typical, though there’s already precedent this year, with Apple’s $100 billion US investment deal amid chip tariffs and President Trump’s threats to add a levy to smartphones. Nvidia and AMD similarly struck a deal to receive the ability to sell chips in China and in exchange agreed to give the US 15% of the revenue from those sales.

Speaking to Bloomberg TV, Blume said the company is in close contact with the Trump administration and has had “good talks” about its separate deal. The current 15% tariff rate on EU vehicles would still “be a burden for Volkswagen,” Blume said.

A company reaching a tariff deal separate from its home country isn’t typical, though there’s already precedent this year, with Apple’s $100 billion US investment deal amid chip tariffs and President Trump’s threats to add a levy to smartphones. Nvidia and AMD similarly struck a deal to receive the ability to sell chips in China and in exchange agreed to give the US 15% of the revenue from those sales.

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