To no one's surprise, Rockstar Games' decision to delay Grand Theft Auto 6 by six months is affecting everything from competitor release schedules to publisher strategies for 2026, just like what happened earlier this year with Death Stranding 2, Ghost of Yotei , and The Outer Worlds 2, among others. Now, one analyst believes that GTA 6's delay impact extends beyond just competing software: it could actually influence when Sony and Microsoft launch their next-generation consoles.

The implication comes from Piers Harding-Rolls, research director of games at Ampere Analysis, in an interview with GamesIndustry.biz. While Harding-Rolls hasn't definitively predicted a delay to next-generation hardware, his thought experiment suggests that Sony and Microsoft would have wanted a much earlier release than late 2026, so they could generate momentum earlier in the cycle, given how important games are for driving hardware sales.