I've been responsible for just about every aspect of Information Technology running large data centers, large application development projects, Enterprise intitiatives, etc.. etc.. etc..
Let me tell you what this will do:
1. So many large enterprises are running to Cloud based and Hybrid Cloud based computing as a way to save money. That's going to accelerate even more.
2. Converged and hyper-Converged systems which allow large enterprises to squeeze down their IT footprint onto faster hardware where "everything is local" and actually manage CPU consumption, driving higher utilization while maintaining application performance is the trend. This means FEWER CPU's for MORE APPLICATIONS and services.
Microsoft has seen this coming, that's why they're making the license changes to try and wring more revenue out of their customers who are finally figuring out how to do more compute with less compute power.
One last comment: I work for a very large international bank. Our Microsoft Server footprint has been SHRINKING year over year, our Linux (Red Hat Enterprise) has been GROWING. We used to have 8 Windows Servers for every 1 Linux Server.
It's now 1.5 Windows Servers for every 1 Linux Server. Our Microsoft Rep is of course, very nervous about this. In speaking to my counter-parts at other large international banks, we're not alone in this trend.