You are correct. Particularly set up for success here is Microsoft who has both access to the SotA model for the foreseeable future and a number of studios including one of the earliest to attempt procedurally generated narrative and game design, and whose latest title is essentially entirely built around that.
You’ll very likely be seeing cloud based AI mods for Starfield, potentially even an official one locked to a GamePass subscription (offsetting non-cached generation costs). This will work particularly well for that title over its inevitable next decade of support because of the way it streams assets into the game world.
Part of the issue is that the field is moving so fast that any commitment to supporting AI at the beginning of a 5-year development cycle is going to be obsolete by the time of launch.
As such, you may see the best uses of it over the next five years in mod support after launch over native support in the core title.