kmac_
Joined 12 years ago
Joined 12 years ago
The gaming industry competes with free social media and is losing tremendously, so Microsoft's steps actually do not make much sense. I think they will just give up at some point as they cannot create a portfolio of games and services that is profitable enough for them.
It was a simple project in terms of technical complexity. I didn't publish it as I counted several similar projects in the field.
Putting $7.3M into such a project would make sense only in the case of a precise growth plan with already declared customers and an promising sales funnel. There is no technical moat.
So, the partnership is maybe natural, but not prospective. Also, note how Linux is getting popular among gamers. Of course, it's way behind Windows, but the direction of the change is clear.
I'm convinced that Nvidia is not primarily targeting the consumer market and that the ultimate goal for its CPUs is the server space. The company invests effort where the money is, and consumer products account for only a fraction of its total revenue. Maintaining a presence in the consumer market seems more like a way to avoid a complete pivot than a strategic priority.