The lost jobs and the decrease in the demand for software engineers doesn't seem like an illusion. It might come back eventually but I wouldn't bet on it.
Problem is, most companies that need a lot of power only care about one thing - peak performance. And they tune it carefully in order to not overspend while guaranteeing minimal downtime. This means that they'll have to pretty much scale their infrastructure up by exactly 30%. That's a LOT for these big clients.
Honestly, I'd just make sure the server firewalls are super tight and not take in the future patches. At least for now.