It's a great value product, and I would definitely be excited if I was still filling my own data centre with VMs. But you can't buy integrated like this withou

It's a great value product, and I would definitely be excited if I was still filling my own data centre with VMs. But you can't buy integrated like this without software support. So when 0xide have the (nice) problem of topping out whatever market share they can win, their shareholders will want to extract more revenue from existing customers. That can only come in the form of licensing updates (or selling new sleds) according to _how_ they're used: by core, by power, AI model, number of customers, or whatever else. Either 0xide are such a roaring success that Amazon reduce their cloud prices to compete. Or they save their select customers so much money on the cloud that they can start raising the rent. (not a negative judgment by the way, customers win either way. Just putting this kind of marketing in context and a reminder that you don't own anything any more, haha)