Shares crashed by 34%. Ubisoft’s new plan for Assassin’s Creed and AI terrified investors

News broke yesterday that Ubisoft is making significant cuts, including cancelling six games and letting go of numerous employees. Now, details have emerged about how the company intends to operate with fewer people. As many expected, Ubisoft’s leadership plans to rely heavily on AI to manage the changes.

  1. In a press release, the publisher states that it plans to significantly increase investments in artificial intelligence. Importantly, these won’t just be tools to assist developers in their work. The company explicitly states that AI-generated elements will be visible to players during gameplay. This is a different approach compared to many developers who use AI, but make sure to emphasize that no AI-generated audio or visual elements will actually end up in the games themselves. Ubisoft, as it seems, doesn’t intend to have such reservations.
  2. The company also boasts that it plans to transform Far Cry, Rainbow Six, and Assassin’s Creed into “annual billion-dollar brands.” They didn’t specify exactly what that means, so we’re just guessing that each year, all three of these series are supposed to bring in at least a billion dollars in revenue for the publisher.

Negative market reaction

Investors reacted negatively to Ubisoft’s recent announcements. After the company revealed plans for cost cuts and its future strategy, its stock price fell sharply, dropping 34% on the stock market.

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2026-01-23 13:02