NVIDIA built two things for Vision Pro.
The first is a full-fledged integration built specifically for Vision Pro called CloudXR. Kia is already using it to review new car designs at full scale before they're built. BMW, Rivian, and Volvo are doing the same. It required real engineering investment from both NVIDIA and Apple.
The second is GeForce NOW (NVIDIA's cloud gaming service, which lets you stream PC games to any device without owning a gaming PC). It streams to Vision Pro through a browser. Not a native app. A browser.
Both decisions came from the same company looking at the same device. The enterprise integration got proper engineering. The gaming service got a browser link.
NVIDIA looked at the consumer gaming audience for Vision Pro and made a call.
NVIDIA is not a company that misreads markets. They sell to architects, surgeons, and aerospace engineers who are actually buying Vision Pro. They looked at the consumer gaming audience for Vision Pro and made a call.
Apple has 45,000 quarterly unit sales and a developer base concentrating almost entirely on professional and enterprise tools. The foveated streaming technology Apple built into visionOS — which renders images at full quality only where your eyes are focused, reducing processing load without losing clarity — is being adopted for industrial use cases, not games. NVIDIA saw the same signals Apple won't say out loud.
Vision Pro is an enterprise product. Apple hasn't announced it. NVIDIA already acted on it.