> But I guess it still is, considering how expensive public cloud is. It's not like there's less servers being sold, they're just bespoke designs from companie

> But I guess it still is, considering how expensive public cloud is. It's not like there's less servers being sold, they're just bespoke designs from companies like the big Taiwanese ODMs that go straight into hyperscaler facilities, and we don't get to see public marketing websites and product info about them. The open compute platform stuff that's been publicly shown is like the tip of an iceberg.