You've probably read all of this stuff but I found the last sentence in this article particularly interesting Rob.
http://www.theglobeandmail.com/technology/tech-news/apple-takes-aim-at-google-with-software-updates/article18954561/
Seems like Apple is upgrading it's software and believe they have enough horsepower, or at least the Queens SoB associate director thinks so...
Or maybe they need the new software because they have a whole bunch of horsepower on the drawing board..?