Trip Hawkins, EA founder, suggests that cloud-enabled technologies will define the future of gaming consoles as conventional hardware sales decline. He argues that traditional consoles, which once achieved high sales like PlayStation 2, will not replicate that success. Instead, the investment will shift towards data center GPUs and game-streaming services, reducing the need for consumers to purchase expensive consoles. Companies like Sony and Microsoft may focus more on subscription services rather than hardware manufacturing, providing broader access across various devices for gamers while maintaining brand presence.
As for the next generation of consoles, we're now in a glide plane where the cloud is everything and it will be far more convenient to have rack-mounted GPUs in data centers than to try to convince the public to buy more consoles, at higher prices, than they have in the past.
Even for Sony and Microsoft it will soon make more sense to focus on their game-streaming subscription services instead of losing money on hardware manufacturing and marketing.
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