> the retreat to on-prem On-prem only makes sense for really large organizations, exactly the ones that can negotiate with cloud providers. What I do expect t

> the retreat to on-prem On-prem only makes sense for really large organizations, exactly the ones that can negotiate with cloud providers. What I do expect to see eventually is a large movement towards commodity IaaS providers. And those tend to be middle-sized and not design their own hardware, so they act like the on-premises market. (But I can't say I'm seeing any movement here either.)