There is but one market and that's the gaming market. I have yet to see a good argument for "Nintendo is not fighting for the same customers". Of course they are and Google will sure put a dent on the big three, at least in the start. Though I do not think cloud gaming eill be big globaly any time soon, but it eill br noticed for sure. If google were the first and only ones focusing on cloud gaming I could see more people oprn their eyes to it, but MS etc are already on it.