I guess it is part of the problem space in this case. The reason they can compete with running the emulator locally is that is it so freaking slow. There are some cases where you can speed it up, like Intel emulator images and if you are lucky hardware OpenGL support, but these don't cover all the cases you often need to test, and many developers don't know about them or don't have systems that can use them anyway. So it being difficult to run the emulator fast is the main point of pain, which is the same thing making it tough for the company to scale in this case. Makes me wonder what they are using themselves to speed things up, if anything. Intel images, x86 branch of Android, ARM servers maybe somehow? Their solution would affect their scaling/server obtaining.
