Gaming Is a Must Have Industry in a Diversified Portfolio

All of the major public cloud providers, and i'm even including invidia in this conversation, have some exposure to the gaming business. And if you needed more proof that this was important, just go ask read hastings and how important it is to netflicks. So yes, you should be able to point to something in your portfolio that says, not only am i in gaming, but i am in the future of gaming, which is games livered via the cloud.