As for the half precision, it's pretty much the same thing NVIDIA been doing since Kepler dumping FP64 and FP16, especially FP16 due to the silicon costs.
NVIDIA came out with the Titan and Titan Black with baller FP16 performance and no one seem to care, the Titan X then dropped it and people bought it like it was cupcakes, I'm pretty sure they have pretty good market research that states most people can live without it and those who can't can pay through the nose.
As for Google and Baidu while they are huge I'm not sure how "important" they are, Google can pretty much design their own hardware at this point, and as you mentioned they don't really use the software ecosystem that much as they can write everything from scratch even the driver if need be.
What CUDA gives is a huge ecosystem for 3rd parties and more importantly a lock on developers since that's "all they know", it's not that different than how MSFT got a lock on the IT industry through sysadmins that only knew Windows and even now with Dev Ops and everyone and their mother running Linux they are still an important player.
If the majority of the commercial software is CUDA based, if most researchers and developers are exposed more to CUDA and are more experienced with it NVIDIA has a lock on the market.
I'm not entirely sure how much big of a client or how good of a client Google will be they can demand pretty steep discounts and they are a heartbeat away from building their own hardware probably anyhow.
NVIDIA doesn't want to be locked to 2-3 huge contracts that pretty much dictate how their hardware and software should look like, that's what put AMD in a bind with the console contracts dictating how their GPU's are going to look for a few generations now.