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Oh I'm sure they'll continue to have some cloud services, no doubt. But look at VMware for example, even after the insane price increases. Nutanix also seems to be doing quite well. I'm seeing a fair amount of on-prem bare metal k8s too.

by raw_anon_11116 hours ago|

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Again - anecdotes is not data. We have data. That would be about as silly as me citing my own experience as proof that “everyone is moving to AWS” when I work for a company that is exclusively an AWS partner consulting company.

by esseph38 minutes ago|

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> Again - anecdotes is not data. We have data.

You have data showing growth in cloud, which I expect and don't disagree with. The data I come across shows this too!

What I disagree with, from my own experiences and all the data I can seem to find online is that the growth rate in repatriation is MUCH higher than the growth in cloud.

It has flipped over the last 3yr.

US Enterprises, Fortune 100, especially. Also a lot of public entities (gov).

"In 2025, repatriation is still generally an upward trend. Data from the end of 2024 showed that 86% of CIOs planned to move some public cloud workloads back to private cloud or on-premises — the highest on record for the Barclays CIO Survey."

"Real examples of cloud repatriation include Dropbox, Adobe, and GEICO. All three companies moved a significant portion of their infrastructure onto public cloud before moving it to a combination of on-premises and hybrid cloud providers."

Noted: SaaS accounts for 46.10% of market revenue, while PaaS is the fastest-growing segment at 21.35% CAGR