The thing about Stadia's lag is that your ping time is only one component of the total lag. There's compression and decompression lag and many other things. When they did the tests on lag, it was coming up around 144ms from button press to reaction on the screen in the best case scenario right on Google's network on a nearby server. That's probably around where you would be with your 9-10ms lag time. For me, with a 80ms ping time to google, it'd be around 230ms lag. The bandwidth continues to go up, I just got 940/40 here, but in a lot of places in the US and Canada, the speeds are going up while the bandwidth caps stay static. At 30gbps, without anyone doing any other streaming in the house, that's about 8 hours per day that you could use it before hitting the cap, and a lot of the kinds of households that would use stadia for streaming are already close to their caps. If they're already using 7/8ths of their cap, then they'd only get about an hour a day on Stadia.
I think the main thing that would keep people buying equipment for their house though would be VR. I don't see Stadia's lag being low enough for that and the VR devs are already doing a bunch of tricks to shift the view at the last moment in the render pipeline to speed up head tracking latency that just wouldn't be possible when your render pipeline is 30-60ms away.
Navi and multigpu eh? I've heard that Navi was doing something architecturally different to get around GCN's limitation of 64 compute units, but I didn't imagine that they would do multigpu as that method. I figured they'd start spinning up a new architecture at this point.
Personally, if they do multigpu virtualization in a way that lets me pass part of a gpu through to a VM, then so much the better. I might get rid of my one and only remaining windows system if I could do gpu passthrough with just one GPU. (My last windows box is a Ryzen3-2200g using the integrated graphics, in a Mini-STX settop box formfactor.)
It's not just gaming that's going to a multi source model, but also video streaming. Every big company is trying to get their own streaming service going. If it were just me and not my family, I'd be subscribing to one service at a time for a month or two, then dropping that one and moving to another, and just playing the content backlog from each service every time I switched. Trying to get the whole family on board with that kind of plan is harder... As for PC gaming, I'm pretty much sticking to just 4 services myself. Itch.IO, Humble, GoG, and Steam. I'm not bothering with anyone else, and if they go exclusive on one of those for awhile, I'll just be patient or play it on consoles instead.