Xbox's chief strategy officer Matthew Ball has acknowledged that the global memory chip shortage, driven by AI data center investment, is worsening and will constrain the gaming hardware market for potentially two to two and a half years. Xbox is actively rethinking its strategy for Project Helix, its upcoming next-gen console, while remaining committed to shipping it. The company faces a supply-demand imbalance and is trying to balance affordability for existing console owners with necessary business investments. Xbox is not alone — PlayStation, Nintendo, Valve, and Nex Playground have all raised hardware prices or seen sales decline due to the same memory crisis.
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