If it’s manufactured it implies intent. Someone at Microsoft is doing it on purpose and, presumably, thinks it’ll benefit them. I’m not sure how this can be seen as a win for them. They invested a massive amount of money into buying all those game studios. They also admitted Xbox hardware is basically dead. So the only way they can any return on that investment is third party hardware: either PlayStation or PC. If I were to choose it would be pc for MS. They already have game pass and windows is the gaming OS. By giving business to Sony they would undermine those.

I don’t think nVidia wants gaming collapse either. They might not prioritize it now but they definitely know that it will persist in some form. They bet on AI (and crypto before it) because those are lucrative opportunities but there’s no guarantee they will last. So they squeeze as much as they can out of those while they can. They definitely want gaming as a backup. It might be not as profitable and more finicky as it’s a consumer market but it’s much more stable in the long run.