They seem to be massively diving into anything that can be computed/stored on the edge, and/or can benefit from a high performance network behind that edge. Which makes sense.

Also, they make quite smart choices. An example of one very smart choice is that they don't do Docker for cloud computation, only Javascript/WebASM, and that means they can spin up code in Isolates in V8 that's much more lightweight than having all the infra needed to do Docker.