From a commodity hardware perspective I'm not sure there is much to be excited about but if it's a meaningful better and cost competitive IaaS maybe that is exc

From a commodity hardware perspective I'm not sure there is much to be excited about but if it's a meaningful better and cost competitive IaaS maybe that is exciting. Also you are probably going to want GPU support which may be hard with their super customized offering. If I were to do a bare metal deployment I'd look at kubernetes + kubevirt + a software defined storage provider. Then you get a common orchestration layer for VMs, containers, or other distribute workloads (ML training/inference) but don't need to pay the Vmware Tax and you'd be using a common enough primitive that you can move workloads around to 'burst' to the cheapest cloud as needed.