TLDR version: Virtual and Mixed Reality (VR/MR) and cloud gaming are emerging technologies that are expected to drive future demand for low-latency, high bandwidth connectivity. The recent announcement the Meta Quest 3 headset will support cloud streamed games from Xbox Game Pass should provide telcos with greater confidence these technologies are maturing. In Australia, Telstra and Optus have partnerships in place that position them to take advantage of the shift to cloud gaming as it occurs. For other telcos, it may be time to assess where gaming fits in their customer strategy.
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