Ken Brown from Nvidia has some positive things to say about OnLive:
Actually we think this is a good thing for the industry. Given the targeted resolution and image quality, it seems a good potential benefit for the 50% or so of the market currently stuck with sub-par integrated graphics. The server-side GPUs will want to be cutting edge, so it seems additive to today?s PC GPU business, much in the same way that servers have done for CPUs. It also has the potential to open up some markets for high-end graphics that previously weren?t available. So overall we view this as a net positive for us.
Eric