Enterprise IT Managers - RAM Shortage Driving Cloud Migration

RAMageddon forcing companies to move to the cloud? Hey all, I'm working on an article looking at the claims by Big Tech that the memory shortage is driving more enterprises to move to the cloud. See example - https://www.theregister.com/virtualization/2026/05/28/bare-metal-cloud-servers-now-cheaper-and-more-readily-available-than-on-prem-hardware-says-nutanix-ceo/5247599 (but can also be seen in most hyperscaler earnings call transcripts as well). Do any of you work for a company that has dealt with this? Would love to get some customer perspectives.