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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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Amazon doubles down on groceries with new private-label collection, sending grocery stocks lower

Amazon on Wednesday launched Amazon Grocery, a new private-label food brand that combines its Fresh and Happy Belly lines into one collection.

The label covers more than 1,000 staples, from milk and eggs to olive oil and fresh meat, with most items priced under $5. Shares of Amazon were little changed, but grocery-selling rivals Target, Walmart, and Kroger all slipped around 2% following the announcement. Costco also slipped about 1%.

The launch highlights Amazon’s growing push into both grocery and private-label essentials as more customers trade down to cut costs. In August, the e-commerce giant added perishable groceries to same-day delivery in 1,000 cities and towns across the country.

At the same time, Amazon said shoppers purchased 15% more private-brand products in 2024 compared to the previous year across Amazon.com, Whole Foods Market, and Amazon Fresh.

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