[ Due to the massive size of the new data center, many have speculated that it will represent Apple's push into cloud computing.
Not sure why that is purposed as the dominate push. Listen to the other parts of the call. There are 100 million and rapidly growing iOS devices. Some aspects of their normal functions hit Apple servers. Facetime address lookup , Store browsing and buying , notifications ( all notifications get routed through Apple). By end of year could be 110 million devices. Let's say 5% at any one time are actively pinging Apple's servers over the course of a minute. That's 5.5 million connections. That is with 95% of the users
not doing anything. What is Apple suppose to do if that jumps to 20% one day?
With iPad at 1M/month additions and Touch/Phone additions running around 4-5M/month that "low level user usage" number gets bigger every year. They aren't going to fill the entire complex up with computers before it goes online. It will be years before it fills up completely.
Second, Apple needs a back up for their one primary site now. It is not some smallish server farm. If there is a failure in Fremont (e.g, major earthquake), all of the services there will failover to the NC center. That in addition to the workload the NC center normally did will need to housed in one building. Apple is going to slice some of the work out of Fremont and send it to NC permanently, but they are both likely going to serve as emergency backups of the other. The NC complex will be bigger in square footage so not an equal share. However, not unusal to leave part of the building empty so they don't have to match perfectly to split the load.
Yeah there is some cloud-ish things they will do: GameCenter , mobileme additions , etc. that may land uniquely in NC. However, that is a repeat of the same problem they have know where critical service(s) is/are delivered out of one single location.