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Yeah but there was a big shift away from virtualization to cloud and micro services. As a former VMware admin I'm surprised VMware is doing as well as they are now. But maybe my view is just shaded by the bank I was working for that was moving away from it to AWS.

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There isn’t really a big shift to cloud yet. Only 5% of all IT spend is on any cloud provider according to the CEO of Amazon and former CEO of AWS [1]

https://accelerationeconomy.com/cloud/amazon-shocker-ceo-jas...

[1] Andy Jassy is my skip^9 manager.

Yep. This has been the sentiment shared by Google Cloud execs a lot too. All the players are looking at the 10-20 year picture with regard market share / spend (in an industry where no-one knows what compute infrastructure will look like by the middle of that period).

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