It's speculation based on marketing hype that isn't found in the product.

I have access to xCloud. The lag is unreal. I don't see how they will get the lag down to an acceptable level for the kinds of games that Activision makes.

Cloud gaming makes sense for party games, turn-based games, anything that doesn't require reflexes. This leaves out everything Activision makes.

There is no evidence that the lag issues with cloud gaming are solvable.