

My guess is they’re watching the PC parts supply issues due to AI and have decided they will use their institutional weight to also hoard parts to push consoles back to the forefront since it’s harder to pirate on consoles and easier to resell the same game on new console generations.
Sony is and has been a big institutional player and I would not be at all surprised to see them moving on hoarding parts themselves: for AI, for consumer electronics, for game consoles. They’ve been practically waiting for a way to kill the PC industry and take the profits from it.



















Even if they cannot hoard that much themselves, anything they hoard will contribute to the death of the PC space and I don’t think Sony is just going to let their consumer electronics division, which has been a huge part of their brand for decades, go quietly into that good night. They might not have as much money to spend on it, but they’re not going to just stop making PS5s and other consumer electronics devices. That also means that if there’s PC hardware shortages for the foreseeable future, that they’re waiting for those shortages to strangle the PC gaming industry and revert a lot of those PC gaming converts back to console.