[cmdrk]

Do you think this will be a trend for larger companies as well?

The decadal move to all-cloud-all-the-time killed off in-house hardware teams while the C-suite chased their OpEx dreams.

It would be interesting if we come full circle on this.

[fragmede]

I doubt it. Companies that have moved to the cloud are already trusting the cloud with their IP. You can rent time on a high end Nvidia system from various clouds. OpEx means there's no write down in three/five years as that system goes out of date so it would only make sense if the performance/$ is there, or the company is highly protective of their IP and doesn't trust the cloud, at which point they're not on the cloud anyway.