I've commented before that Kube absolutely takes over the bigger more complex cloud installations out there, you can see how many companies are betting their infrastructure on it.
The only thing that I don't see is standardization of the cloud, just like what Amazon did. You see too many companies doing too many of the same things and reinventing the wheel.
Personally, I would love to see smaller installation as a standard of how to take things into the cloud as a cluster. Imagine what Heroku did to deployments. You can't beat this ease of use. Deis and Convox are both trying but not really "hitting it".
As for Walmart, absolutely stoked seeing it from them. This move and what the white-house did with the digital shows a lot of promise and hope. I wonder how much of this is on top of "older" management and how much is just complete restructuring.