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Microsoft is planning to sell the streaming rights for Activision Blizzard games to Ubisoft
(www.gamescensor.com)
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I think streaming is going to have a seismic impact on the industry eventually and frankly, I would like to see it broken up sooner rather than later. That being said, I do not want Ubisoft to be one of those services lol 
I don't think streaming will become a big deal in gaming (at least in the US market) until the US makes substantial strides in broadband internet access. Tides are shifting, but Comcast and Cox still generally have the FCC's nuts in a vice, so I don't see nationwide changes coming any time soon. Certainly streaming could take off in more modern countries than ours, but the US remains the biggest market by value, and that matters.
That’s why I definitely did not put a specific date on it. It will take several years. But remember, Netflix was in the same boat at one point. Now we can stream on virtually anything anywhere.
it's true! but also there are some Americans that still can't stream video to this day, and many more that can only stream video content at like 480p. Some folks commented on a Baldur's Gate 3 thread i posted, lamenting that there is no physical copy for PS5 because their internet isn't good enough to even attempt downloading the game. And all of this is after the last 10 years of advancements in broadband access.
I think it will make sense eventually, but I also think that Microsoft has timed this deal very deliberately. Oh, Ubisoft will have your streaming rights for the next 10 years? As in, you will get those rights back right as game-streaming is starting to finally take off?
If I can play games at full quality without having to buy a $1000 graphics card every couple of years, I can see streaming catching on in my household. That's a pretty big "if" though...
I imagine being in other countries where gaming rigs are a much bigger deal, budget-wise, streaming will hold an even larger appeal. It's probably why the streaming thing is the holdup in Europe but the US regulators don't care.