At MMS, Microsoft will be demonstrating a private cloud managementstack that builds on virtualization and fully enables this new vision of private cloud management.
Thirdly, converged infrastructures for cloud could get a boost through tighter integration between the hardware and OS, thanks to performance optimizations, better resource automation, and fault management throughout the stack.
My bias is that management usually tries to stack the deck in their favor of getting the maximum amount of compensation out of the company for the least amount of performance.