Ah a cloud guru... and what do you need to run all that cloud biz on? Well? Yes of course..hardware.
And as you need to offer a certain SLA, you will need more hardware : geographically clustered datacenters etc... Also the laws of a lot of countries require data to remain in-country..meaning you need local datacenters.. so even more hardware... and who do you think supplies that hardware to power the cloud..well, yes HP & Dell ... And BTW who do you think supplies & develops most of the infrstructure & management software to provide those cloud services ? Yup, HP.... Dell....IBM....etc....
And a last one : don't ever think cloud is cheap. In Europe we are now starting to see the inverse trend : companies that switched to cloud based stuff, moving workloads back onto their own infrastructure (and then they call it a private cloud..) ..all of this purely driven by cost... as they start to find out that cloud is bloody expensive (just look at the cost of a simple 10TB enterprise backup service, and also read the fine print in the SLA .... )