Perhaps the future of the private cloud
With the now-apparent problems of moving data between private and public clouds in the hybrid cloud model, is this the future of the private cloud...rented long-term gear in AWS hosting space?
This likely puts the remaining hosting companies into a death spiral, but smart CIOs will see that this assured renting is no different form using hosted gear to make a private cloud.
Will storage follow down this path too....I'd bet on it. We do live in interesting times.