You know the idea that everything goes into the cloud, where everything runs on highly utilized commodity servers which cease to be commodity because they are only sold to specialist cloud providers.
The market becomes limited, so the unit price goes up, and cloud hosting costs go up, and cloud providers and vendors make more profit, because there's nowhere else to go. The vendor apply more restrictions on what you can and can't run, to lower their admin costs, because there's nowhere else to go. HP naturally running and supporting the best clouds in the business.
And the HP, responding to customer demand, invent the local processing unit, cheap, easy to manage, and you can run it in your office, totally under your control, with just a few specialists to manage it.
Now that's never happened before, so how could it possibly happen again, could it.
By the way, isn't a Mainframe a cloud in a box?