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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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Report: OpenAI won’t pay a dime in cash for its 3-year licensing deal for Disney IP

More financial details behind the landmark deal that will grant OpenAI three years of access to Disney intellectual property are coming out, and they’re pretty surprising.

The deal will reportedly see OpenAI pay zero dollars in licensing fees, instead compensating Disney in stock warrants. It was previously reported that Disney would invest $1 billion into OpenAI as part of the agreement.

It’s very abnormal for Disney to grant anyone access to its massive IP library without a cash payment, and the entertainment juggernaut has been known to strike down even crocheted Etsy Yodas for infringing on its turf. In its fiscal year 2025, Disney booked more than $10 billion in revenue from licensing fees across merchandising, television, and theatrical distribution.

It’s very abnormal for Disney to grant anyone access to its massive IP library without a cash payment, and the entertainment juggernaut has been known to strike down even crocheted Etsy Yodas for infringing on its turf. In its fiscal year 2025, Disney booked more than $10 billion in revenue from licensing fees across merchandising, television, and theatrical distribution.

business

Ford says it will take $19.5 billion in charges in a massive EV write-down

The EV business has marked a long stretch of losing for Ford, and today the automaker announced it will take $19.5 billion in charges tied, for the most part, to its EV division.

Ford said it’s launching a battery energy storage business, leveraging battery plants in Kentucky and Michigan to “provide solutions for energy infrastructure and growing data center demand.”

According to Ford, the changes will drive Ford’s electrified division to profitability by 2029. The company will stop making its electric F-150, the Lightning, and instead shift to an “extended-range electric vehicle” that includes a gas-powered generator.

The Detroit automaker also raised its adjusted earnings before interest and taxes outlook to “about $7 billion” from a range of $6 billion to $6.5 billion.

Ford’s write-down is one of the largest taken by a company as legacy automakers scale back on EVs, giving EV-only automakers a market share boost.

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