"They have been more successful than anyone including themselves could have anticipated," said Nick Giles, a senior research analyst at B. Riley Securities who covers several of the firms, most of which are public.
gamers are probably going to feel left out since Nvidia seems to have decided renting cloud rigs to them is better than selling consumer hardware, small companies looking for AI chip compromises will be excited, and agentic AI is gonna be so hot that our Mann on the ground this week in San Jose isn't gonna need a jacket.
Microsoft first rolled out Advanced Shader Delivery in its SDK last September and added support to the ROG Xbox Ally as a proof of concept by October. Microsoft said that the addition reduced launch times in games like Avowed by "as much as 85 percent," which is a big deal on battery-limited handhelds.
NVIDIA has unveiled the G-Sync Pulsar, which it calls the "latest evolution of [its] pioneering VRR (variable refresh rate) technology," at CES 2026. The new tech promises a gaming experience that's free of stutter with buttery smooth motion, which is made possible by pulsing the display's backlight. G-Sync Pulsar displays have multiple horizontal backlight sections that are pulsed independently from top to bottom, unlike traditional displays whose backlight is always on.
In the years ahead, AI is going to be a multi-layered fabric that gets woven into every level of computing at the personal layer," Tikoo said. "Our AI PCs and devices will transform how we work, how we play, how we create and how we connect with each other.
It only seems right that cloud gaming should welcome virtual pilots, and that's definitely now the case if GeForce Now is your streaming platform of choice. One of the most frequently requested features from its community according to NVIDIA, flight control support has now been added to its GeForce Now offering, meaning you can live your Top Gun fantasies without worrying about your rig buckling under the pressure.