Depends... to me it looks like platform for using virtualized apps where actual processing is done on more powerful hardware and on-prem device is merely for controlling those apps (montlhy subscription-model points towards that direction). Such technology has been around for a while and Nvidia has been active in developing technology to offer great deal of GPU power virtualized (AMD also published their offering for GPU-virtualization, but it's technically different from Nvidias take). They also promote the idea of cloud gaming, where you can play your favorite game using HW resources from remote data center. This way the HW you use doesn't mean that much. Another plus is that even the apps may be more or less platform independent as they are not bound to end user device and OS.