And number of those has nowhere to go but down too. There is no growth in either of those, because everyone who will at some point try to get rid of them. Not all, not immediately, but the ultimate trajectory is down.
(As an end-user sort of person, I get a strong smell of Bladerunner from this kind of thing, where you can see old PCs in the background on top of decks with cables running out of them).
Usually the story is they're running something like CNC control which originally ran on baremetal, then got virtualized onto VMware when the hardware died (possibly using VDI to make it appear on a terminal close to the machien), and it's still doing the same thing effectively today.
It’s not growing in any meaningful way relative to other technology businesses.