Accoriding to Grok:
Amazon Luna is a viable contender in the off-console/cloud gaming battlefield, particularly for casual players and Prime loyalists. It's not unseating Xbox Cloud Gaming or GeForce Now anytime soon, but its AWS backbone, Twitch integration, and accessibility give it staying power. To climb higher, Luna needs a bigger library, broader reach, and a clearer identity—otherwise, it risks remaining a useful but unremarkable sidekick in a crowded fight.
From my point of view, this whole "Cloud Gaming" thing, as far as I can see, will trigger another major consolidation in maybe 10–15 years (if not 20). A consolidation similar to the one that just happened. And Sony will be the winner again. Arrogant Sony will not be stopped.
The Portal (something that a lot of us thought was going to flop) has proven to be a surprising success. Think about it: the Portal was something that "Xbox futurists" were dreaming about and actively talking about: "Cloud gaming is the future, and Xbox has infinite resources" to pull it off. Yet, Sony (just a little startup in comparison) beat them to it (including Amazon and Nvidia).
But of course, Amazon. Nvidia and MS are not really gaming companies. Play Station is.
So, I think Cloud will be a great complement of any given ecosystem. And given that Play Station has the strongest ecosystem, brand penetration and marketing powerhouse, it will remain the market leader in cloud too.
Nvidia with GeForce has become the de facto cloud experience on PC, thanks to its integration with Steam...can wee see it on Nintendo too?
Xcloud has the edge over Luna just because of ABK/Zenimax and XGS games. so, yeah. Luna stands under XCloud.