One thing I wonder is if they will simply turn one office room into a co-low space - where it’s easier to drive to, it’s simpler to manage. Because cloud first is a rubbish solution for most people - just have a server with a TB of disk and most companies can live on that happily running away in the corner.
And there might be a growth for companies that have expertise in the basics of racks and HVACs just to run that room for them.