Competition and Surprises The move to expand Xbox Cloud Gaming’s offerings with native PC games was evidently a response to the competitive landscape. Spencer noted that Google was transitioning Stadia into a Google Cloud SKU while discontinuing its first-party consumer service.
Despite acknowledging Google as a “massive and aggressive competitor,” Spencer expressed surprise at the lack of progress with Stadia. He also identified Nvidia’s GeForce Now as the top competitor to Xbox Cloud Gaming, while keeping a watchful eye on Google and Amazon’s Luna.
