To some extent, Google is bringing back the architecture of the mainframe to render Microsoft obsolete. In the future, all computing devices, whether it be the PC, mobile phone, TV, etc., will simply be terminals that plug-in to Google's massive server grid and application services. With the increasing price/performance of CPUs, memory, bandwidth, and storage, Google’s strategic edge will be based on their advantageous cost of processing bits. And as long as users are comfortable sharing their private data and behavior with Google, all services will remain free (and supported by advertising).

É isso ai o que eu venho dizendo faz tempo. Ele só esqueceu a parte que diz que quando vc pluga o seu computador na rede, você passa a ser parte desse grid... até que um dia todos os computadores do planeta vão estar conectados. E a google não vai mais precisar comprar hardware.