The concern should come from cloud section. Unlike stadia, GeForce is kinda the victim here. This should be a big concern for CMA however. Unless the deal between bethesda and GeForce fell off, and they couldn't come with agreement.
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In a post on the Nvidia forum, a company representative provided a list of all the Bethesda games that left GeForce Now yesterday - and only Wolfenstein Youngblood survived the cull.
Here's the list:
Dishonored
Dishonored 2
Dishonored: Death of the Outsider
Doom
Everspace
Fallout 3
Fallout 76
Fallout: New Vegas
Prey
Quake Champions
Rage 2 (Bethesda.net / Steam)
The Elder Scrolls Online: Elsweyr
The Elder Scrolls V: Skyrim
The Elder Scrolls V: Skyrim Special Edition
The Evil Within 2
Wolfenstein II: The New Colossus
Wolfenstein: The New Order
Wolfenstein: The Old Blood
The reason why I am bringing this, is that you buy these games on Steam. So you basically own them. GeForce only allows you to stream. If there is no contract issues, This means MS is trying to undercut GeForce. That is not a good move and anti competitive.
GHG
we can agree on this part.