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Just saw some predictions from Tom Bittman of Gartner in an article from eWeek.  Pretty interesting stuff, in that he is claiming that:

The installed base of VMs will grow more than tenfold between 2007 and 2011. And by 2012, the majority of x86 server workloads will be running in a VM.

Yowza – that’s pretty impressive.

The thing I’m wondering about is just how that relates to a decline in physical infrastructure?  In other words, what is the “net new” infrastructure as a result of this?