"For the last five years, all the focus has been on applications -- Facebook, LinkedIn, the social networking and group networking," said Bart Schachter, managing director of Blueprint Ventures, a tech-focused venture capital firm. "The next bottleneck is going to come back to the infrastructure. For the first time in a very long time, we need more computing power."
Companies offering more computing power have raked in the IPO money this year. Leading the pack was VMware
VMW, the EMC EMCdivision that makes server hardware more efficient by creating "virtual" servers.
VMware was the most lucrative tech IPO of the year, drawing $957million. For a while it was also the most lucrative for investors, as it popped from 29 on its Aug. 14 debut to near 123 on Halloween. Concerns over valuation and competition have pushed shares back below 93, but its return stands at 230%.