I need the actual GPU—graphics, OpenGL, etc.—part, not just CUDA, in addition to the hardware H.264 encoders that come with nVidia's GRID CPUs. GCE has no equivalent.
We're also using Amazon's Elastic File System, and I don't think Google has an alternative—though that's something I could handle differently if I had to, at higher cost.
I'd be happy to get you early access, Erich ;).
Disclosure: I work on Google Cloud.
I'm pretty sure AMD also has the ability to H.264 encode the screen at 60fps (with low latency) which is really important to us—our "workstation" is entirely in the cloud, with a Pi 3 running the display/keyboard/mouse.