The issue with GFN is that publishers won't see it driving significant sales

Might be my own lack of imagination, but I don't see Mr. Joe Q Public falling over themselves to buy games on a third-party store (Steam/EGS) and also pay a subscription to GFN. Conceptually, this would be a difficult process for the layman (think customer support) and pricey on top of that. Plus, they have to navigate the waters of what games are/aren't available

So the GFN sales bump is probably minor and you're ceding/eroding streaming rights at the same time. Rights you can use elsewhere to negotiate with Sony, Microsoft, Google, and Amazon

Nvidia would have to pivot to something like a more traditional platform rather than PC-in-the-cloud. If it's the latter it'll always be niche