The future of gaming is streaming, and home PC gaming hardware will eventually go the way of DVD players. GeForce Now is succeeding where OnLive and Stadia failed (20+ million users now, apparently). Offloading rendering to the cloud means much improved thermals, graphics, and battery life -- especially for laptop users and Mac owners. Apple Silicon is cool, but it's not going to beat a 4080 for pure graphics performance. And that's just computers... GFN can also stream to tablets, phones, TVs, and anything else with a screen and an internet connection.
It makes more sense for Nvidia to put GPUs in data centers with good cooling, shared between multiple gamers and idle workloads (AI, etc.), instead of having them sit in expensive but unused home desktops most of the day
Nvidia is the only one who has a real shot at this because they're the only ones who can directly allocate GPUs to cloud gaming (unless what's left of AMD wants to get in on the action too). And they're the only ones that Steam specifically partners with for its Cloud Play beta: https://partner.steamgames.com/doc/features/cloudgaming
Stadia failed not because of the technology, but because Google mismanaged it and never understood PC gaming cultures. Nvidia and Steam do, and it's a much, much better product for it.
It makes more sense for Nvidia to put GPUs in data centers with good cooling, shared between multiple gamers and idle workloads (AI, etc.), instead of having them sit in expensive but unused home desktops most of the day
Nvidia is the only one who has a real shot at this because they're the only ones who can directly allocate GPUs to cloud gaming (unless what's left of AMD wants to get in on the action too). And they're the only ones that Steam specifically partners with for its Cloud Play beta: https://partner.steamgames.com/doc/features/cloudgaming
Stadia failed not because of the technology, but because Google mismanaged it and never understood PC gaming cultures. Nvidia and Steam do, and it's a much, much better product for it.