Yes. Example: oil&gas, and telcos. Some of them believe that the public cloud doesnt do what they need it to do. Super-high performance networking for example,

Yes. Example: oil&gas, and telcos. Some of them believe that the public cloud doesnt do what they need it to do. Super-high performance networking for example, IPv6, SCTP protocol, whatever. IIRC Schlumberger built a private cloud on OpenShift and Verizon are a decade into rolling their own cloud built around OpenStack and OpenShift (they have blogged/presented about it quite a bit). AT&T built a private cloud and then tied up with Microsoft to make Azure Operator Nexus (see https://learn.microsoft.com/azure/operator-nexus/overview https://learn.microsoft.com/azure/operator-nexus/overview). I honestly don't know who is on the right side of technology and economics here. One glance at Oxide or Nexus says these systems aren't cheap. But if those industries are right, and regular cloud genuinely won't cut it, then maybe these systems can find a niche. One thing that would determine the fate of these platforms is if the major vendors, that everyone in a given industry uses, commit to it. For example, in telco that might be Ericsson, Nokia, and Huawei. I don't know if they have sufficient incentives to do so yet. They would, I guess, prefer to wait for a clear leader to emerge and then commit to only that rather than bet on three or four speculative horses?