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Nvidia as a technological competitor since their they're trying to move more gaming enthusiasts into their ecosystem
Steam steals their marketshares as 3rd party software distribution platform.
Nintendo as an indirect competitor since, while it's true a Switch and a PS4 can coexist in the same living room, the more time and money a customer spends on different platform the less time and money is spent on yours.
Microsoft can become a big threat if they really manage to really pull off their "netflix" game streaming service.