Google Cloud was late to the party, but they were very smart to invest in GPUs near edge nodes. I think Stadia is primed to eat the gaming world's lunch. They can reuse this capacity for ML during off-peak hours.
I'm actually kind of scared of Stadia. I like having physical copies of console games, and if Google makes major inroads they could become the dominant player in the gaming industry. They definitely won't be friendly to physical form factors.