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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