In the various conversations I had, I got the impression that the market conversation is moving this year from being about the technology used to implement Cloud technology to being about the business models for Cloud (Public, Private, Hybrid...) and how best to source and manage Cloud solutions. This is probably best summed up by the phrase "IT as a Service" which was used by many people.
Having said all that, most of the people actually attending the event and going to the sessions seemed to be still deeply interested in the technology; the difference this year is that a lot of that technology is now aimed at helping IT become a service provider to the rest of the business rather than just managing virtual machines into being.
With management roles in sales, marketing, and strategy I have over 30 years in IT and telecoms specializing in transformation projects.