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TSMC's AI Boost and the Microsoft-Activision Deal

Bloomberg Tech

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The Impact of Microsoft's Acquisition on the Gaming Industry

Josh Chapman is managing partner at Convoy, a Denver based VC firm investing in all things gaming. He says the ruling certainly does have quite an impact on what's going to happen next around vertical integration and M&A in the gaming industry. In part, he doesn't reshape it in the sense of sort of upending the entire console market. If anything, this is a continuation of very competitive and healthy competitive markets. And so from a cloud gaming perspective, Microsoft actually is the perfect cloud infrastructure platform to build an entirely new market.

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