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raw_anon_1111 3 hours ago

Your customers are an anecdote, now compare that to the publicly reported numbers from AWS, GCP and Azure where they all say the only thing keeping them from growing more is the chip shortage.

esseph 3 hours ago | parent [-]

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.

raw_anon_1111 2 hours ago | parent [-]

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.