I believe this will only be possible once the provisioning in colo is as easy as or as fast as cloud provisioning.Think Hertzner but faster/more customizable ,

I believe this will only be possible once the provisioning in colo is as easy as or as fast as cloud provisioning.Think Hertzner but faster/more customizable , and for that the physical commodification would need to be more nimble/modular than it is now. Hyperscalars can drive down their costs by heavy customization of hardware/software while most colo and other builders are basically doing OEM machines or commercial rack units. The day one can be able to rent a space, spec out the machine, its network bandwith in lessthan a day and scale it in similar timeline - the power balance will shift a bit back from the hyperscalarers.