Take-Two Interactive is betting that low-latency cloud gaming will arrive within three years, a shift that could dramatically expand the market for its titles. CEO Strauss Zelnick argues that removing the need for expensive hardware will allow the installed base to grow tenfold. This prediction challenges the current reliance on high-end consoles and PCs for premium gaming experiences.
Take-Two Interactive CEO Strauss Zelnick outlines the timeline for commercial low-latency streaming
Zelnick attributes this confidence to rapid improvements in hyperscaler networks and edge technology. He pointed to an unnamed competitor preparing to launch a significant edge network in the United States to solve latency issues. The source suggests NVIDIA is likely the company behind this infrastructure push, though Zelnick did not explicitly name them.
The CEO stated, "I think we'll be in commercial streaming mode within three years. And by commercial, I mean low latency. That can 10X the effect of installed base." He also noted that advances in network technology make previous latency concerns less relevant. This technical progress is central to Take-Two's strategy for distributing its major franchises.
Take-Two is also dismissing rising hardware costs as a major obstacle to growth. Zelnick believes strong demand for their games will sustain sales regardless of console price hikes. This outlook suggests the company is prioritizing software accessibility over hardware dependency. The focus remains on delivering content to the widest possible audience through emerging streaming models.
Take-Two expects commercial low-latency cloud gaming to launch within three years. The company believes this shift will significantly increase its gaming installed base. Hardware cost increases are not seen as a primary barrier to future growth.
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