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S.T.A.G.E. said:

They want an online monopoly. Forget the consoles, they don't care about those. If they succeed in monopolizing the online base they will ween off of consoles and go third party. We've been talking about this stuff for years Sony has always been standing in their way and choose to go the self sufficient route.

MS wants to control the Cloud. If Amazon or Google win the race for a game streaming service, MS will be very upset. 

Sony is small potatoes, Nintendo is basically a non-competitor/friendly colleague in MS' eyes. 

If MS is successful in getting the defacto game streaming service, they "win" (at least by their metric).