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Xbox wins, FTC loses again
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Why would Sony let Nvidia’s cloud service onto the PS storefront? If Sony wanted players to have access to an equivalent cloud model that Sony didn’t control, they’d just let Game Pass onto PlayStation.
Yeah, right.
Delivering a subpar workaround for your users is different from giving a subscription service that you don't get a cut of which is better than your current offerings.
Sony is exposed to far less risk to their revenue letting Nvidia in than Microsoft.
Nvidia would be max single digit cannibalized sales but would probably put a significant dent into the potential market of PS5 owners that might otherwise have bought Xbox hardware for exclusives.
Game Pass would likely be well into double digit cannibalized sales for both games and subscription services.