“PS5 games have been kept off of PSNow. I assume Returnal and other PS5 games would be download only. I think PlayStation probably planned to have a lot of things until supply issues and the pandemic messed up thier plans. The question is how will PlayStation adjust? I just don’t think Sony leadership is willing to build the PS5 cloud during the shortage. This means years without a PS5 cloud, maybe the entire generation.
On the flip side I think Xbox already has deals with TV manufactures to roll out the Xbox Gamepass smart TV app. I think Xbox had planned to roll it out earlier but the supply issues didn’t deter Xbox from cloud, just caused a delay in its roll out. Xbox made the difficult decision of diverting guaranteed console sales in order to create the cloud. Expect a Samsung x Xbox partnership soon with other smart tv manufacturers to follow later.”