It presents a prime opportunity for a large company like IBM with extensive expertise in data center hardware and operations.
It's an even larger opportunity for AMD or NV (which already has it's foot in the door) with the hardware that they manufacture that is used for gaming.
It's a huge opportunity for a company like Apple which doesn't have a console but has hardware that is capable of driving games.
There's LOTs of potential disruptive players that can move in from the expected sources. The most disruptive player for any potentially burgeoning market are the ones that no one expects (like Google was).
IMO, it's the height of hubris to think that the major players now will by necessity be the major players in cloud gaming in 10 years. They might be, but it is, IMO, unlikely that they will be, assuming, of course, that cloud gaming even takes off in the first place.
If I were a betting man and were to bet on cloud gaming being a major market in 10 years, I'd be betting against Sony or Microsoft being the dominant player in that field and that would be especially true of Microsoft now that the EU has opened the doors to cloud gaming competition by, oddly enough, allowing Microsoft to acquire ABK but only on condition that they freely license ABK games to be streamed on any cloud gaming service to any consumer that owns the ABK game to be streamed with no licensing fees or restrictions.
Regards,
SB