According to this MCV report Sony's upcoming announcement about a partnership with a cloud gaming firm may actually lead to an acquisition. Citing a source close to the situation, MCV reports that the deal is much more involved than anyone knows and that it is close to being finalized. While the report doesn't specifically name any particular companies the prevailing rumors is that one of the leaders in the space - Online or Gaikai are probably the most likely targets.
Obviously this would be a good way for Sony to deliver content - particularly rentals - but it could also serve to bring different kinds of content to platforms such as the PC and mobile devices such as Android and iOS.
Of course, Sony is not publicly commenting on the story but we expect to either have this rumor confirmed or squashed next week when Sony makes its big E3 announcements...