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Confirmed

1. Ara: History Untold (Oxide Games)
2. Towerborne (Stoic Studio)
3. Contraband (Avalanche Studios)
4. Untitled (Kojima Productions)
5. Untitled (People Can Fly)
6. Flight Simulator 2024 (Asobo)

Rumoured

7. Project Shaolin (Brass Lion)
8. Project Suerte (Certain Affinity)
9. Project Dragon (IO Interactive)

Although, I wouldn't be surprised if Jez was wrong about Certain Affinity and IO Interactive. I find it a bit unlikely that Certain Affinity is working on Halo Tatanka (which has expanded from just a Battle Royale), Halo Infinite support, an original AAA IP and a Monster Hunter-like AAA IP. Project Dragon is 50/50 because I see no reason why Microsoft wouldn't have attached their name to it when IO announced the hiring for it.