For a smart, thorough take on Sony's rumoured deal with a cloud gaming service, try this one from Digital Foundry.
In particular, there's something to the idea of Sony adding built-in video games to its TV sets by partnering with one of these cloud services given, as Digital Foundry also says, Gaikai is going to do just that with LG and its smart TVs.
Could Sony's deal include something like its PlayStation-branded 3D television? A PlayStation-branded TV set with integrated game streaming? Who can say?*
*Everyone, in five days, following the Sony E3 conference.