It's my hardcore held belief that the cloud industry could wildly be disrupted if it was easy enough to order 5 year capacity contracts. Then AWS / GCP etc would be left with just the elastic demand, rather than the inelastic profit center.

However - this would take a huge amount of upfront investment, have high risks for black swan events against 5y contracts without crypto-style escrow, and I have been unsuccessful pitching this direction in elevators to folks, which makes me think I don't have a visceral enough idea.