Might I suggest that apple does not want to associate with the current AAA industry because of the same reasons they started sparring with the data mining corporations.
The allure of consumer protection.
Correct me if I am wrong but the current state of big "gaming" is terribly appaling, with most "franchises" simply being reskins of the same game engine and mechanics with a slew of new assets, Riddled with gamification mechanics tailored to extract more money from their users. Practices hopefully in the process of getting regulated [see the belgian lootbox case].
Therefore one would stand to reason that the most inspiring video-ludic experiences would sprout from mid / indie sized game studios unbound by the open market [i.e private ownership of companies].
We have already seen apple rewarding games novel game mechanics and masterfully directed experiences, offering the opportunity for subsidizing developement through the arcade.
One would expect that with VR looming ahead, and a growing need for "content", that subsidizing behaviour would increase [for the time being] therefore strengthening the bond with developpers willing to adopt apple's framework and design philosophy.
TL;DR
current triple A bad, behavioural modification ethically reprehensible, not apple's cup of tea
get indies on board with arcade, start building VR apps
AAA die out and apple stock hits 3T