Actually he is totally wrong. The opposite is happening. Cloud computing is what will disappear as we know it. Cloud computing is an utter failure and is not suited to application performance. The fog will wipe out public cloud computing eventually as demsification occurs and as applications improve. You will see companies all move to their own private cloud infrastructure. Amazon already knows this business is starting to peak and fail and they are already looking into a new drone business. Every business Amazon does lasts a few years and ultimately fails They ride on investment money until it fails and then Jeff Bozos simply comes up with a new business scam to get more investment money to keep the game going. Everyone knows this. Once mobile increases and densification increases you will see local m2m communications and the large cloud players will get thinned out by smaller ubiquitous cloud players. In fact you will likely even see all the web hosts merge their clouds into even more dense larger foundations than the big 5 and kill them off even sooner. The barbarians are already at the gate and Bezos already has his escape plan in place.