I don't necessarily agree with the idea, but I would venture to guess their are some similar visions out there. I do like his reference to utility computing though. I know there are those who think we won't go to a lights out data center any time soon, but I believe it will happen sooner than you think.
Colocation companies, phone companies, power companies, Google, or perhaps the KOA campgrounds (for the Sun Black Box farms) -- some entity is going to house massive amounts of computing power and will offer it up on a utility basis to enterprises. Also playing into my belief of a utility computing realization is a fascination with grid technologies. I think instead of building your own data center or outsourcing it to one or two other companies/locations, your computing infrastructure will be spread out over dozens of different data centers that are a part of a grid that you buy processing power on. All of your applications have been virtualized to the grid and there is no need to worry about individual servers or infrastructure going down or needing maintenance. It also buys automatic Disaster Recovery and BCP.
Ok....enough for one night. The above are just my random ramblings, so please don't take them for anything more. :)
Here is the CIO blog post Will the Phone Company Run Your Data Center?