Bloomberg report: Cloud gaming and AI could end traditional gaming consoles彭博社报告:云游戏与 AI 或将终结传统游戏主机
IT House October 14th news, Bloomberg today (14th) released "In-depth analysis: cloud games and AI or the end of the game console" industry research report predicts that by 2035, the cloud game market will reach $38 billion (IT House Note: Now...
IT之家 10 月 14 日消息,彭博社今天(14 日)发布的《深度分析:云游戏与 AI 或最终终结游戏主机》行业研究报告预测,到 2035 年,云游戏市场规模将达到 380 亿美元 (IT之家注:现…

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IT House October 14 news, Bloomberg today (14th) released "In-depth analysis: cloud games and AI or the final end of the game console" industry research report predicts that by 2035, the size of the cloud game market will reach $38 billion (IT House note: the current exchange rate is about 254.791 billion yuan). With the increasing popularity of cloud games, traditional game consoles may eventually lose their position in the mass consumption market. The report points out that AI will make games more complex, and the requirements for hardware performance will continue to increase. Running games from a data center and delivering screens to players over the Internet is more effective than launching a new generation of better-performing consoles every few years. Among them, Nintendo's relatively limited layout in the field of cloud games has always placed it in a secondary position of the company's strategy, so it may be difficult to adapt to this shift. The Sony Group is in a relatively favorable position, with a more mature PlayStation Plus service system and a PlayStation Portal that supports remote play. Microsoft, Nvidia and Tencent are also expected to benefit from investments in cloud infrastructure. The report expects Microsoft Xbox cloud gaming to maintain a market share of about 40%, with an estimated 220 million hours of cumulative cloud gaming in the quarter to September. Nvidia has a technical advantage in GeForce now cloud gaming services with high-demand GPUs; Tencent is considered to have a leading technical strength in the Chinese cloud gaming market. Nathan Naidoo, a Bloomberg industry research analyst in charge of the report, believes that today's surge in demand for AI data center services is driving up the price of computing power. Projected by 20th century
IT之家 10 月 14 日消息,彭博社今天(14 日)发布的《深度分析:云游戏与 AI 或最终终结游戏主机》行业研究报告预测,到 2035 年,云游戏市场规模将达到 380 亿美元 (IT之家注:现汇率约合 2,547.91 亿元人民币) 。随着云游戏日益普及,传统游戏主机可能最终 失去自身在大众消费市场的地位 。 报告指出,AI 将使游戏越来越复杂,对硬件性能的要求也会不断提高。相比每隔几年推出一代性能更强的新主机,利用数据中心运行游戏,再通过互联网将画面传输给玩家,能够更有效地满足需求。 其中,任天堂在云游戏领域的布局相对有限,一直将其放在公司战略的次要位置,因此可能难以适应这一转变。索尼集团的处境则相对有利,旗下 PlayStation Plus 服务体系更加成熟,还拥有支持远程游玩的 PlayStation Portal。 微软、英伟达和腾讯也有望凭借云基础设施方面的投资获益。报告预计,微软 XBOX 云游戏将维持约 40% 的市场份额,截至 9 月的季度累计云游戏时长估计达到 2.2 亿小时。 英伟达凭借需求旺盛的 GPU,在 GeForce NOW 云游戏服务方面具有技术优势;腾讯则被认为在中国云游戏市场拥有领先的技术实力。 负责该报告的彭博行业研究分析师内森 · 奈杜认为,当今 AI 数据中心服务需求激增,推高了算力价格。预计到本世纪 20 年代末,随着大量数据中心建成, GPU 的算力供给将超过需求 。过剩算力越多,市场竞争就越激烈, 算力价格也会随之下降 ,云游戏运营商的经营成本效益将得到改善。 奈杜表示,游戏硬件正逐渐成为面向 少数发烧友 的产品。对于追求顶级性能的核心玩家来说,游戏主机仍有存在价值,也可能像唱片机一样,继续受到收藏爱好者青睐。游戏主机不再是玩电子游戏的主要入口,而是众多选择之一,并且是 一种“相对不划算”的选择 。
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