I also work in the biz and what you will end up seeing is both private and public "Cloud" offerings. Private clouds built by manufacturers and service providers for larger companies to serve internal buisness units and public clouds, Amazon, google etc for smaller companies and mid tier service providers just repackaging and reselling it as a service as well.
You'll be seeing more and more of this on a daily weekly basis:
http://www.thestreet.com/_yahoo/story/10592015/1/tech-giants-may-seek-piece-of-cloud.html?cm_ven=YAHOO&cm_cat=FREE&cm_ite=NA