Major streaming platforms in Mexico, including Netflix, Disney+, and Amazon Prime Video, are shifting their strategic focus from acquiring new subscribers to increasing the average revenue per user. ^[1] The article reports that the race to develop AI infrastructure is causing a collateral effect on the video game industry, with console prices rising up to 70% because strong demand for RAM and graphics processors for data centers is absorbing components also needed for console manufacturing. ^[2] According to data from The CIU, the Mexican streaming market reached 15.4 million subscriptions to video on demand services by the end of the second quarter of 2026, representing a 6.2% annual growth rate. ^[3] Mexican households spend an average of 316 pesos monthly on SVOD platforms, which represents a 23% annual increase driven by subscription growth and the adoption of higher-tier plans. ^[4] To increase revenue per user without causing mass customer churn, platforms are implementing strategies such as price increases, restrictions on account sharing, and advertising-supported plans. ^[5] According to data from consultancy The CIU, in the last 12 months Nintendo raised prices up to 70% on its devices, driven by the launch of the new Switch 2; Xbox recorded an increase close to 30% and an 11% increase on some models; and Sony maintained an adjustment of about 10% on the PS5, applied since 2022. ^[6]