It makes more sense for Nvidia to put GPUs in data centers with good cooling, shared between multiple gamers and idle workloads (AI, etc.), instead of having them sit in expensive but unused home desktops most of the day
Nvidia is the only one who has a real shot at this because they're the only ones who can directly allocate GPUs to cloud gaming (unless what's left of AMD wants to get in on the action too). And they're the only ones that Steam specifically partners with for its Cloud Play beta: https://partner.steamgames.com/doc/features/cloudgaming
Stadia failed not because of the technology, but because Google mismanaged it and never understood PC gaming cultures. Nvidia and Steam do, and it's a much, much better product for it.