Not looking far enough down the road on data centers

I remember 2 or 3 years ago thinking that we would be moving toward "the cloud" and that would require more space for companies who provided web services will need space for their services. This would necessitate building of larger data centers where people could house their severs. The way I saw this as an opportunity for someone who wanted to build out this infrastructure

Well fast forward to today and while we have moved toward the cloud in email and sales software, etc. I didn't consider consolidation within the cloud. There's an undeniable move toward efficiency I guess I missed the idea that would end up with all the service providers using a few cloud companies. They will build their own data centers not lease a rack in a third party place. Look at companies like amazon, salesforce, google, rackspace are all building out custom data centers. Web startups are just using these mammoth Internet companies and i don't see that changing. There may be a niche still for some companies to lease some server space in the end we'll all be just buying cycles of someone else's cloud.

Apple's new cloud