This could lead to other deals with other top game producers and further fuel Nvidia's momentum in this space. GeForce Now boasts a growing game selection of more than 1,000 titles - larger than Xbox Game Pass - and Nvidia just reached a partnership with Electronic Arts to bring top titles like Battlefield 1, Dragon Age: Inquisition, and the popular esports shooter Apex Legends to the platform. EA could have held these games exclusively for EA Play, but the game maker clearly sees the growth at GeForce Now as an attractive means to expand the audience for its titles. This creates the potential for GeForce Now to add new subscribers for years. ![]() However, Nvidia says there are over 1 billion PCs and devices, including phones and tablets, that are not powerful enough to play the latest games at the highest graphics settings. Nvidia's advantage is that it already has a built-in player base of 140 million gamers who have a PC equipped with an Nvidia graphics card. Beyond that, there are an estimated 2.8 billion worldwide that play games across all devices, according to market researcher Newzoo. ![]() Microsoft's last official subscriber count for Game Pass was 18 million, although reports have that figure up to 30 million now. EA Play reported having 13 million subscribers at the start of 2021. GeForce Now's 12 million subscribers looks solid in that context. GeForce Now's subscriber base is right on the heels of other popular services. Nearly 80% of the devices accessing the service right now would not be able to play the latest games from top game publishers, according to Nvidia's numbers. The value proposition for subscribers is the service allows players with underpowered hardware to play the latest games at the highest graphics settings. The catch is that games streamed on GeForce Now are played over cloud servers equipped with Nvidia's high-end gaming GPUs. Instead of allowing players to access unlimited titles, GeForce Now only allows gamers to play games they already own. ![]() But Nvidia's GeForce Now is tackling the opportunity a little differently. With these services, players can play a catalog of titles for a nominal fee, like a typical streaming service. Microsoft's ( MSFT -1.67%) Xbox Game Pass and Electronic Arts' ( EA -1.84%) EA Play have been two of the most successful services so far.
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