Is this entirely about how Microsoft is using FPGAs for some of its own internal datacenter needs. In that case I can understand why Google might see ASICs as

Is this entirely about how Microsoft is using FPGAs for some of its own internal datacenter needs. In that case I can understand why Google might see ASICs as a better way to do the same thing. Where I see FPGAs shining on the cloud is if vendors started putting them online so that clients could program them for their own applications. But I don't know enough about such things to know if there is yet a market for that.