Even while I don't share his understanding of the term "private cloud" (I don't believe in that term) , I like what Chuck Hollis of EMC has blogged about "Monetizing the cloud". There are so many open questions around the valid business models for as well cloud providers as consumers for cloud services. And everyone will have to learn a lot - and learning from others might help to avoid mistakes.
By the way I also wouldn't limit the cloud discussion to "providing infrastructure" - it goes well beyond that and covers virtually any type of IT service.
There will room to discuss thinks like the correct terminology around the cloud as well as valid business models at Cloud 09, to be held 2nd to 4th of December in Munich - the cloud counterpart to our European Identity Conference.
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