As it looks like, the first public results about CAD applications running from cloud are coming from Autodesk. My attention was turned by Autodesk Lab Twitch Product.
Welcome to project Twitch! This project is testing remote delivery of our applications over the Internet. The goal of project Twitch is to enable you to test and try the latest versions of AutoCAD, Revit, Inventor, and Maya without having to install or download the applications. These applications run remotely on our servers and are delivered to you over the Internet. You will use them in the same way that you would if they were on installed on your system.
The whole story reminds me phrase from Ralf Grabowski blog-“After 23 years in CAD, I’ve learned that nothing’s for sure — except maybe AutoCAD”. So, AutoCAD is going to be the first CAD on cloud?