This continues to be an absolute no-go for competitive real-time games due to input latency. I honestly think there's a chance that game clients might go the way of the recording industry, and they just might not be worth that much.
As doubtful as I am about the viability of cloud streaming, this IS going to cause a bigger push into live service functionality where maybe you have a light client but the server is authoritative over more and more aspects of the game. Even then, AI can write its own server, so it needs to be full of FOMO if you're not on the official server.
Cloud game streaming has gotten to be extremely impressive, at least on a wired connection, to the point where it’s almost hard to tell you’re streaming. It’s been hard for me to consider upgrading my old gaming PC considering how good GeForce Now is for the $20 a month that I spend.
Surely no one playing competitive real-time games are doing it on a PS5?
I don't even know if a smaller company like Nintendo can pull something like that off. They have been behind so much in the tech space because they spend modestly and their primary differentiating factor is their IP. Their lawyers are going to be working non stop until they figure something out. I guess have a strategic partner?