I think there will be more competition for specific types of cloud needs. AWS, GCP, and Azure offer every service you could ever need in one place. At the other

I think there will be more competition for specific types of cloud needs. AWS, GCP, and Azure offer every service you could ever need in one place. At the other extreme, you can pay a colo facility to rack the servers you own. I think the in-between market has the potential to grow. Cheaper than AWS but without all the drawbacks of true self-hosting.