By John Patrick Pullen, contributor

FORTUNE — The fanboys are in a frenzy. The past month has been tumultuous for anybody trying to divine the future of video games thanks to hands-on sessions of Nintendo’s (NTDOY) Wii U fanning holiday launch rumors at the Electronic Entertainment Expo, an alleged two-year-old Microsoft memo leaking details of the next Xbox, and Sony acquiring the game-streaming company Gaikai. But the biggest force shaping the next consoles may not be amped processors or innovative controllers. It might be the cloud….