Microsoft has long wanted to get vendors out of the kernel. It’s a huge privacy/security/stability risk, and causes major issues like the Crowdstrike outage.
Most of those issues also apply to kernel anti-cheat as well, and it’s likely that Microsoft will also attempt to move anti-cheat vendors out of kernel space. The biggest gaming issues with steamOS/Linux are kernel anti-cheat not working, so this could be huge for having full compatibility of multiplayer games on Linux.
[Citation needed]
It seems like the point is that Microsoft would be developing some sort of alternative to the kernel with similar functionality for antivirus providers, that doesn’t need to have kernel level access. Anticheat uses a lot of the same techniques as kernel level antivirus to detect malware, thus it would probably have to adapt to this new system.
I think the article is more commenting on how Microsoft is directly partnering with antivirus companies for this new system right now, while they’re not directly partnering with anticheat companies, even though they’d probably have to migrate to this new system regardless.