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I am not sure if MS is worried about Stadia compared to their own initiative. Why Google is a big boy in the Cloud services space they are not even third but forth while MS is #2 and Amazon still the king. MS has been working longer in this space and they have also worked longer on implementing their gaming services to Azure. If anything this is just a mutual agreement where MS can leverage Sony tech savvy especially if you think about their AR/VR devices and getting their AI system in place to work better with their hardware while Sony can definitely leverage MS expertise in their Cloud infrastructure and the work they have progress implementing gaming services with Azure.