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Ryuu96 said:

This is how GeForce Now and all other Cloud providers already work, no?

GeForce isn't selling the consumer content, none of these Cloud Gaming Providers are. The transactions are made via the relevant stores (E.g. Microsoft Store/Steam) and they are the ones who get the 30% cut. If you want to play a game via GeForce Now then you have to buy it on a storefront (I.E. Steam) who take a 30% cut, the publisher gets the rest and Nvidia gets nothing.

So I don't think this would or even could apply to PS Plus? Because you'd still be playing the PlayStation version of the game and any transactions made would be via the PlayStation store where Microsoft has no way of taking 100%. Nvidia, Boosteroid, Ubitus, etc, are simply using your Steam library and all content purchased there so they aren't entitled to a cut.

Their business model is Subscriptions to their Cloud service, not transactions via a store, because they have no store.

Good point.

Seems like a strange point for CMA to bring up in that case.