For the reasons you have mentioned in your posts including The Cloud Hits the Mainstream: More than Half of U.S. Businesses Now Use Cloud Computing, where many excellent points are made with regard to enterprise adoption ofcloud computing, venture capitalists are treating this area as one of their highest priorities.
Older middleware (the point between big computers and applications) is increasingly part of the cloud infrastructure, and end points like phones and laptops now choose, manage and load applications, with or without approval from corporate IT departments.