jdreyer wrote on May 16, 2023, 16:08:
Everyone here is interpreting "cloud gaming services" as meaning game streaming services like Amazon Luna or Nvidia GeForce Now. But those are still pretty niche operations and the tweet said "millions of consumers." I think the actual inference is to Steam and EGS.

The acquisition would harm competition in the distribution of PC and console games via cloud game streaming services, an innovative market segment that could transform the way many gamers play video games. Despite its potential, cloud game streaming is very limited today. The Commission found that the popularity of Activision's games could promote its growth. Instead, if Microsoft made Activision's games exclusive to its own cloud game streaming service, Game Pass Ultimate, and withheld them from rival cloud game streaming providers, it would reduce competition in the distribution of games via cloud game streaming.