Well, it was just an extrapolation of their existing model... it seemed to be more likely they'd continue on that path than to partner with Microsoft at least!
I guess they could continue leasing independently in locations where it makes sense... or even now use other public cloud providers. Although I guess it depends on the terms of this deal - it does sound like a pretty deep collaboration on the general cloud game streaming stack, and not just on a DC capacity level, so that might make other partnerships less likely. I think it's safe to say that, either way, Azure will probably be the dominant component now.
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