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I feel like that's a somewhat out-of-touch interpretation, as Stadia failed largely because of Google's terrible reputation and the (completely valid) concerns from gamers about companies intending to turn even single player games into fragmented streaming platforms where the content is entirely dependent on the whims of the company (a fitting example being Google doing its thing and killing Stadia). They had no shortage of GPUs.

NVIDIA's streaming service is doing relatively fine in comparison. They simply share a GPU between several users for anything that isn't demanding enough. They also get around some of the concerns about gaming being turned into another streaming style fragmented mess by not actually selling the games. You simply log into your account on Steam/GOG/whatever and play the games you already own as you might on a local PC.

Additionally, "building something that can reliably output reasonable-quality 3d graphics without relying on specific GPU technologies" doesn't make much sense to me. If it's an accelerator designed to handle relatively modern 3d graphics, due to the programmability of a modern graphics pipeline it's effectively just a GPU. There aren't any underlying technologies that are required to be used as long as they can produce a similar output (mobile GPUs tend to have a different approach to how they implement the graphics pipeline compared to desktop GPUs for instance).




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