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- Bloomberg Intelligence: cloud gaming to hit $38B by 2035 as consoles go niche
Bloomberg Intelligence forecasts that streamed games will become a $38 billion market by 2035 and that the dedicated console will stop being a mass-market product, with analyst Nathan Naidu comparing consoles to record players kept alive by enthusiasts and collectors. The case depends on surplus GPU capacity pushing compute prices down late this decade — something Naidu concedes has not happened yet, as AI demand is currently pushing prices up: AWS raised reserved GPU prices about 20% in July, its second rise in six months, amid a memory shortage analysts do not expect to ease before 2028. The report estimates Microsoft holds roughly 40% of streaming with Xbox Cloud Gaming at about 220 million hours last quarter, with Nvidia's GeForce Now ahead on technology and Tencent leading in China; Microsoft announced a next-generation console for 2027 in July while cutting 3,200 roles and shedding five studios. The article also notes Epic chief Tim Sweeney saying the company is retooling for maximum AI acceleration with Claude and Gemini already built into Unreal Engine 6, and a survey of more than 2,300 developers in which 52% said generative AI is harming the industry.
The Next Web · 🔥 0 - Bloomberg: Cloud Gaming and AI Could Eventually End Game Consoles
Bloomberg Intelligence's October 14 industry report predicts the cloud gaming market will reach $38 billion by 2035 and says traditional consoles may eventually lose their mass-market role as cloud gaming spreads. It argues AI makes games more complex and hardware demands higher, so running games in data centers and streaming them over the internet can meet demand better than launching a faster new console every few years. Analyst Nathan Naidu said AI data-center demand has pushed up compute prices but GPU supply may exceed demand by the late 2020s, improving cloud gaming operators' cost economics; Nintendo's cloud efforts are limited, Sony is relatively well placed with PlayStation Plus and PlayStation Portal, while Microsoft, NVIDIA and Tencent could gain from cloud infrastructure, with Xbox cloud gaming expected to hold about 40% share and roughly 220 million hours streamed in the quarter through September; he likened consoles to record players that survive for enthusiasts.
IT之家 AI · 🔥 0 - Cloud gaming and AI could make home consoles extinct, Bloomberg Intelligence says
Games streamed over the internet will grow into a $38 billion market by 2035 and may eventually kill off the dedicated video-game console as a mass-market product, according to research from Bloomberg Intelligence. The research frames cloud gaming and AI together as threats to home consoles.
Bloomberg Technology · 🔥 0 - Chip selloff deepens as investors question whether AI spending will pay off
A rout in Asian chipmakers pushed the MSCI Asia Pacific Index to its lowest level since August, according to Bloomberg Technology. The report says investors are growing uneasy about whether massive AI spending will ultimately deliver returns, with Bloomberg Intelligence's Matthew Bloxham providing further analysis.
Bloomberg Technology · 🔥 0 - Bloomberg Intelligence: 1GW AI data center could cost over $30B
Bloomberg Intelligence published a briefing on AI data center costs that, drawing on Cushman & Wakefield data and its own analysis, estimates building a 1GW facility in Abilene, Texas could cost about $30.7 billion (roughly RMB 205.87 billion). Chips and server hardware account for $17.1 billion, more than half the total, followed by power supply infrastructure at $3.0 billion, cooling at $1.66 billion and networking and cabling at $1.07 billion. The remainder includes $2.4 billion construction, $2.79 billion contingency and reserves, $361 million design and engineering, $382 million miscellaneous, $180 million land and $175 million commissioning.
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