It's Cloudy, but When Will It Rain?

The innovation coming out of the cloud computing market has, in many ways, made infrastructure startups interesting to venture capitalists again. Despite our excitement over the potential of cloud computing to transform IT, however, weighing on the minds of many in the VC community is what sort of time frame we should expect for exits. To put it more bluntly, we want to know when it's going to rain—when VC investments in cloud computing will result in acquisitions or even an initial public offering.

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