4. Rapid consolidation of existing providers
Cloud computing is exploding, and as it expands, the larger providers will either want to buy in or expand their presence in the marketplace. Either way, the smaller cloud providers will disappear from the landscape as companies such as Oracle, IBM, and Hewlett-Packard suck up as much as they can, as fast as they can, to keep up with expected revenue growth and the shift to a cloud-service delivery model.
5. Rapid rise of cloud computing startups
With consolidation comes increased market value. With increased market value comes VC-backed innovative cloud computing startups offering everything and anything that can be delivered as a service. I think the bulk of the innovation will occur here, and the most exciting aspect of what I do will be keeping up with those guys. Perhaps the best of cloud computing is yet to come.