Nvidia: New driver 472.12 also extends DLSS support

Nvidia: New driver 472.12 also extends DLSS support


Nvidia has released a new graphics card driver. The GeForce Game Ready drivers have the version number 472.12, for Windows 10 the download is almost 723 megabytes. The driver package is already certified for Windows 11, so you can use it to release the new operating system. On the hardware side, all GeForce graphics card series from the GT 630 series as well as all Titan models are supported. As a highlight, Nvidia mentions not only Windows 11 support, but also DLSS support for the remake by Alan Wake, with which up to double FPS values ​​should be possible in 4K.

With DLSS, the image is calculated using artificial intelligence , which relieves the graphics card, so that in the end you can use higher frame rates as a result. Visually, the result via DLSS does not look quite as perfect as the calculation in the same detail mode without DLSS. However, the AI ​​is getting better and better, so that the results between activated and deactivated DLSS can only be seen if you look very closely. In addition to Alan Wake, 28 other titles are also to receive DLSS support. The Nvidia blog confirms the number of 28 new DLSS titles, all of which fall into the "Indie Games" category.

Anatomy Of Fear Apocalypse: 2.0 Edition Beyond Enemy Lines 2 Bodies of Water VR ChronoTecture: The Eprologue Cions of Vega Death Realm DeepStates [VR] Exit From Fall Balance Ball Frozenheim Helios Höll Space 5D6 Last Hope On Earth Loverowind Mortal Online 2 Powerslide Legends RAZE 2070 Recall REFICUL 666 Severed Steel Soul Dossier To Hell With It Twin Stones: The Journey of Bukka Uncrashed: FPV Drone Simulator Unknown Woods Wakamarina Valley, New Zealand Yag Da DLSS now a blanket support for on the Unreal 4 engine based games, it is not difficult for developers to update their game accordingly. With the 29 additional titles (including the Alan Wake remake), DLSS support is now available for over 100 games. In addition to DLSS, the new Nvidia drivers also offer optimizations for the new games Deathloop, Diablo II: Resurrected, Far Cry 6, Hot Wheels Unleashed, New World and Word War Z: Aftermath.

This Catalyst Could Give Nvidia Stock a Big Boost

a man wearing a hat: This Catalyst Could Give Nvidia Stock a Big Boost © Provided by The Motley Fool This Catalyst Could Give Nvidia Stock a Big Boost

The video gaming industry has been a big catalyst for Nvidia (NASDAQ: NVDA) in recent years, helping the company clock terrific revenue and earnings growth and boosting its stock price as gamers have lapped up its powerful graphics cards to elevate their gaming experience.

The good news for Nvidia investors is that graphics card demand is going to boom in the coming years, and the company is in a solid position to take advantage of that thanks to its dominant market share. However, there is an additional catalyst that could give Nvidia's video gaming business a big shot in the arm over the next few years: cloud gaming. Let's take a closer look at the cloud gaming market, and check how Nvidia is looking to make the most of this multibillion-dollar opportunity.

chart, line chart: NVDA © YCharts NVDACloud gaming adoption is growing rapidly

Newzoo, a provider of market research and analytics for video gaming and esports, estimates that the global cloud gaming market is on track to generate $1.6 billion in revenue this year, with the number of paying users jumping to 23.7 million. That may not look like a big deal for Nvidia right now given that it has generated nearly $22 billion in revenue in the trailing 12 months. However, the pace at which the cloud gaming market is growing means that it could soon reach a point where it moves the needle in a big way for Nvidia.

Newzoo estimates that the cloud gaming market could hit $6.5 billion in revenue by 2024, growing more than four-fold compared to this year's estimated revenue. The research firm also points out that the addressable user market for cloud gaming could be as big as 165 million by the end of 2021, indicating that there are millions of users out there that could buy cloud gaming subscriptions.

In fact, Newzoo points out that 94% of the gamers it surveyed have either tried cloud gaming already or are willing to try it, which means that the market could quickly expand. Nvidia is becoming a dominant player in the cloud gaming space, which could add billions of dollars to its revenue in the long run.

Nvidia is pulling the right strings to tap this massive opportunity

Nvidia pointed out in March this year that its GeForce NOW cloud gaming service was nearing 10 million members. This is impressive considering that the service was launched in February 2020 with a subscription costing $5 per month. The company is now offering a premium subscription service priced at $9.99 per month or $99.99 a year.

The introductory $5-a-month subscription will remain available to members who were already on that plan before the new Priority membership was rolled out. This effectively means that the new GeForce NOW customers will increase Nvidia's revenue per user from the cloud gaming business. It wouldn't be surprising to see the service gain traction among gamers because of the benefits on offer.

The premium subscription will give gamers access to ray-tracing-enabled games, as well as its deep learning super sampling (DLSS) feature that upscales selected games to a higher resolution for a more immersive experience. What's more, Nvidia has a library of 1,000 PC (personal computer) games on the GeForce NOW platform, giving gamers a wide range of titles to choose from.

It is also worth noting that Nvidia is rapidly opening new data centers and upgrading the capacity of existing ones to capture more of the cloud gaming market. The company has 27 data centers that enable GeForce NOW in 75 countries.

Another important insight worth noting is that 65% of Nvidia's 10 million GeForce NOW members play games on underpowered PCs or Chromebooks. Those users wouldn't have been able to run resource-hungry games without Nvidia's data centers, which do the heavy lifting and transmit the gameplay to users' screens. Nvidia says that 80% of the gaming sessions on GeForce NOW take place on devices that wouldn't have been able to run those games locally because of weak hardware or incompatibility.

This explains why the demand for cloud gaming has spiked substantially -- consumers need not invest in expensive hardware, nor do they need to buy game titles separately. They can simply buy subscriptions from Nvidia and choose from over a thousand games that the GeForce NOW library provides.

More importantly, Nvidia is expanding into new markets such as Southeast Asia, while bolstering its presence in other areas such as Latin America and the Middle East. As such, the company's GeForce NOW subscriber count could keep growing at a fast clip in the future.

Gauging the financial impact

With paying users of cloud gaming expected to hit nearly 24 million this year and Nvidia already having scored 10 million GeForce NOW subscribers, the company has got off to a good start in this market.

The addressable market that Nvidia could tap into is also expected to hit 165 million potential subscribers by the end of 2021, as discussed earlier. If Nvidia manages to corner half of those potential paying cloud gaming subscribers in the next few years and get $100 a year from each subscriber (based on the annual GeForce NOW subscription plan), the company could be looking at substantial annual revenue from the cloud gaming business. This should give investors yet another reason to buy this growth stock that is already winning big in graphics cards and data centers.


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Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool owns shares of and recommends Nvidia. The Motley Fool has a disclosure policy.