Sun CTO Greg Papadoupolos, in the late noughties posited that the growth in IT spend was going to come from those applications¬† (or installations) that would grow faster than Moore’s Law and that this growth had significant implications for systems designers.¬†
Here’s wikipedia on the subject, and here’s the 2007 Sun Analyst Summit slides [ slideshare | local mirror ].
I also found a .pdf on my hard drive, probably circulating around Sun at the time called, Redshift A radical change in the fabric of computing.

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