There has been a major shift in things, but I think it was more of a geo thing. I am not sure if it has been named or recognised as a global update yet. All of my own and client sites have not lost ground, and those that were not at the top have moved up.
Something to note though is this little gem from Eric Schmidt (CEO of Google). In the WSJ he wrote
As Google grows, so does its need to store and handle more Web site information, video and e-mail content on its servers. "Those machines are full," Mr. Schmidt, the chief executive, said in an interview last month. "We have a huge machine crisis."
Put simply, Google is full, despite epending $1.5 BILLION in the last 12 months on infrastructure.



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