I am sure they don't release numbers on how many "clever users" they have too. The way I think about it is - can utilization rate grow at the same rate or high

I am sure they don't release numbers on how many "clever users" they have too. The way I think about it is - can utilization rate grow at the same rate or higher than machine count at their data centers and for how long? With all the levels of virtualization available and their market leadership today that curve can look quite magical I accept. But for how long? Seems quite a shaky curve to be betting 5 million machines on.