It’s not just a video stream, it’s more than this, keeping it synchronized is not an easy task, specially when the browser engine and internet connection sucks. Anyway crippling it, and leaving the normal video stream intact would be easy for Apple. Through PrivateRelay deep package inspection, domain blocking or traffic shaping even easier.If Safari is optimized or not for 3D, it doesn't matter. GeForce now is just sending a video stream, like a YouTube video, but live and interactive. For Apple to cripple this, they'd basically have to cripple web based streaming video, which seems like a bad idea.
A browser based game engine would be a great idea though, because then the game would truly run locally, and could easily be sideloaded.
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