They need more games, but if the ABK deal doesn't go through then it signals to MS that they should instead be doing what Sony are doing. Throwing money at 3rd party developers to secure exclusivity. With a 70 billion USD warchest, if they wanted, that's a LOT of 3rd party games they could potentially secure exclusivity on.
Basically they could secure far more AAA exclusives by using that money to secure exclusivity than by buying ABK. And that would be far more of a "foreclosure" danger to Sony than if MS bought ABK.
Of course, they don't even have to go as far as making it exclusive, it could just be throwing money at developers to secure day and date release on GP for their AAA title. However, if you are going to do that, might as well also make it exclusive since you wouldn't be getting any ROI from those titles selling on PlayStation or Nintendo consoles unlike with the ABK deal and allowing titles to remain multiplatform.
Regards,
SB
Or you know buy 13 game companies in 4 years right ? That is the other option for MS to do.
For MS to buy AAA exclusives they have to over come the money Sony offers plus the size difference in user base. I would be cheaper for MS to just buy up succesful studios .