And they are building that thing that will let you game in the cloud and stream it to your computer (is there a name for this type of product). There were startups that tried that before that generally failed but fundamentally if you manufacture the platform, sky is the limit. This will let them build out an infrastructure while still selling to the other cloud providers but eventually, they can just start keeping the secret sauce for themselves and their products.
Thanks for the mention of this, I'm quite interested, looking at their FAQ right now, curious to see how they handle latency. Do you notice any lag? Also, what FPS do you achieve?
NVidia's already there with the hardware:
http://www.nvidia.com/object/nvidia-grid.html