It seems to me that Cloud computing is everywhere, as I've pointed out in a previous post. I would like to point out 3 macro trends that get are related, but get a bit less attention
Trend 1: The Merging of Enterprise and Service Provider: For years, it's been talked about, but virtualization and "cloud" will accelerate this even more. The compute "grid" is pretty dang agnostic about location, Service providers will need to be more enterprisey and visa versa.
Trend 2: Disambiguation of terms: Cloud means so many things to so many it is almost meaningless. It's much more interesting to talk about PaaS or ITaaS or SaaS and their interrelations than throw out the "cloud" word willy nilly, though even these terms need better definition.
Trend 3: Federation will be the next hot space. Whether federation of resources across hybrid space or federation of security or federation of x, I predict that for the "cloud" to really accelerate, we must lower the friction of federation across just about all the core IT functions. Some bigger vendors are missing this as Billy Marshall points out here...
We are entering the next generation of IT infrastructure and we get to solve all of the old management problems over again, yeah for us!!!!