the "direct collection" is a part of "FAA702 operations". The FAA702 is unrestricted collection of data of "non-USPER"sons, and in particular no individualized FISC orders required.
Now there is a choice - either Google combs their data, decides who is FAA 702 "eligible" and of interest to NSA and dumps the "non-USPER" data it has identified to the "dropbox" or the NSA does the combing/identifications itself (and if NSA does the combing - where it does it? on NSA servers attached to Google datacenters or does it transfer all data to NSA datacenter and combs it there?). What do you think NSA has chosen?