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Stupid question (no trolling, I promise): Could this product be valuable to public cloud vendors, like AWS, Google, Oracle, IBM, etc? Or even medium sized ones
by throwaway2037 3y ago
Stupid question (no trolling, I promise): Could this product be valuable to public cloud vendors, like AWS, Google, Oracle, IBM, etc? Or even medium sized ones, like Linode? My thinking: Could this be the cloud inversion moment akin to TSMC and outsourcing semi-conductor manuf?
- dbish 3y agoProbably not. These vendors have massive supply lines that are designed and tuned to their needs.
- littlestymaar 3y agoFor big vendors, no. Because what oxide does is basically sell the kind of server that the hyperscalers have been building for themselves internally. But for smaller cloud provider, who aren't running custom hardware made for hyperscale and are instead using of the shelf servers with all their flaws, then it could make a lot of sense.