Nvidia will launch its Blackwell RTX architecture on GeForce Now in September 2025, marking a significant upgrade for the cloud gaming platform.

The update will bring GeForce RTX 5080-class performance to GeForce Now, with Nvidia saying that membership prices will remain unchanged.

A new feature, Install-to-Play, will expand GeForce Now’s cloud game catalog to around 4,500 titles, allowing members to install games directly in the cloud.

Premium users will gain new storage options, from 100GB included to up to 1TB with an extra fee.

Upcoming titles such as Borderlands 4 and Call of Duty: Black Ops 7 will be available to stream on launch day.

Nvidia will expand GeForce Now to India in November 2025 and partner with Discord and Epic Games to enhance game streaming and discovery.

🔗 Source: Nvidia

🧠 Food for thought

1️⃣ Cloud gaming providers absorb hardware upgrade costs to maintain competitive positioning

NVIDIA’s decision to keep GeForce NOW Ultimate memberships at $19.99 per month despite upgrading to RTX 5080-class hardware represents a significant strategic investment in market share over short-term profits.

The new Blackwell RTX architecture delivers 2.8x faster frame rates than previous-generation servers and more than 3x the performance of current consoles, yet pricing remains unchanged1.

This approach contrasts with traditional hardware cycles where performance upgrades typically command premium pricing, suggesting NVIDIA views market penetration as more critical than immediate revenue maximization.

The company’s willingness to absorb these infrastructure costs reflects the competitive pressure in cloud gaming, where services like Xbox Game Pass Ultimate bundle cloud gaming with other services, and where user acquisition remains challenging across the industry.

2️⃣ Install-to-play features signal a fundamental shift in cloud gaming library strategies

NVIDIA’s new Install-to-Play feature represents a major departure from the traditional cloud gaming model of pre-installed, curated game libraries.

The feature instantly doubles GeForce NOW’s supported games to over 4,500 titles by allowing users to install games directly in the cloud, with over 2,200 Steam titles already opted in for cloud streaming1.