I spoke earlier today at the 26th UK Heads of e-Learning Forum meeting about Effectively navigating the cloud: The impact of externally hosted learning spaces.
My presentation on the University and the Cloud: a health-warning is on my slideshare.
There is also a theoretical article on emergent technology that includes the Cloud.
See also the recent book, Cloud Time, by Lockwood and Coley.

[…] “The University and the Cloud: a health warning?“, Richard Hall – De Montfort University. Richard highlighted a number of important questions an institution might want to pose when considering engagement with Cloud services. These were questions concerning ethics, political issues and of governance. What levels of corporate governance are required? Do we understand what data is being transferred to these services, what are our responsibilities here, what are the levels of risk? Is the cloud another tool for the further marketisation of higher education? How do institutions develop the digital fluencies of their staff and students in this new space? […]