My take: Oxide is for companies who want to buy compute, not computers.
They take the idea of "hyperconvergence" - building a software platform that's tightly integrated and abstracts away the Hard Parts of building a big virtualized compute infrastructure, and "hyperscaling" - building a hardware platform that's more than the sum of its parts, thanks to the idea of being able to design cooling, power, etc. at a rack scale rather than a computer scale. Then they combine these into a compute-as-a-unit product.
I, too, am a bit skeptical. I think that they will absolutely have the "hyperconvergence" side nailed given their background and goals, but selling an entire rack-at-a-time solution at the same time will be hard. But I have high hopes for them as it seems like a very interesting idea.
They take the idea of "hyperconvergence" - building a software platform that's tightly integrated and abstracts away the Hard Parts of building a big virtualized compute infrastructure, and "hyperscaling" - building a hardware platform that's more than the sum of its parts, thanks to the idea of being able to design cooling, power, etc. at a rack scale rather than a computer scale. Then they combine these into a compute-as-a-unit product.
I, too, am a bit skeptical. I think that they will absolutely have the "hyperconvergence" side nailed given their background and goals, but selling an entire rack-at-a-time solution at the same time will be hard. But I have high hopes for them as it seems like a very interesting idea.