Cloud

Still expanding, now pulled forward by AI training and inference.

Original claim

Elastic compute and storage turn infrastructure into a utility.

Evidence

Gartner forecast public cloud end-user spending at $723.4B in 2025, up from $595.7B in 2024.

Lineage verdict

Still expanding, now pulled forward by AI training and inference.

Wardley read

Cloud sits at 90 / 100 on evolution and 72 / 100 on strategic visibility. The important question is whether it can move rightward into repeatable product and utility behavior.