@Bankai
The cloud is nothing much more than a fancy way of saying "on the internet". MiiVerse is a cloud service as are high scores and other such features. My purchasing history is already "not tied" to my Wii U in a sense because I can see it by logging in with my NNID here:
https://p.nintendo.net/premium/
The fact that I can't move to another console with it is therefore purely a DRM issue. Nintendo scared of piracy and other such things. Nintendo has also confirmed that MiiVerse and Nintendo Network IDs will be coming to both the 3DS and future consoles. It's a really, really small step from there to cloud saves and the ability to login to your friend's console with a disk and finish the game. All of the other features you mentioned are already possible. Do I need to go on?
.... and again, your suggestion that the GamePad has "nothing to do with hardware" in the same sense that cloud features do is amusing. The GamePad is physically hardware and literally requires an extra piece of hardware at the receiver end also. The implication that it would be just as easy for Sony/MS to implement a GamePad as fully featured as the Wii U version as it would be for Nintendo to extend it's already existing "cloud services" is laughable.
