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Servers as they should be – shipping early 2022

oxide.computer

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Re: Servers as they should be – shipping early 2022

#5
post #2

Who is the target customer for this?

This level of integration surely won't come cheap, from what I recall of Server purchasing a target price of ~200-500k per rack would be expected on a TCO of roughly 2x the rack price over 3 years. (Assuming you are buying from Quanta/SuperMicro or other commodity integrator)

It's possible the prices are different now, but you would need customers looking to drop > 1 million dollars in CapEx for the management capabilities they are providing. Possibly non-cloud Fortune-500?

Re: Servers as they should be – shipping early 2022

#8
post #3

I kind of want one of these in my home, I wonder what the price range will be.

“2048 x86 cores per rack”

Probably a lot more than any sane person would pay for a home server.

But I won’t stop you from trying! Wouldn’t it be cool to have that plugged into your local network?

Re: Servers as they should be – shipping early 2022

#9
This looks interesting (although I'm not in the target market, too small)...

But if I were looking at this, judging from the quality of people they've amassed in their engineering team, is there any chance they won't be acquired in 6 months?

To anyone looking to take a bet on this, what is the answer to "what's your plan for when your stellar team gets acquired?" And what answer will satisfy that buyer?

Update: Adding another question, does this "environment" (where any really great product with great talent in it can be acquired very quickly) have a chilling effect on purchases for products like this?

Hopefully some Oxide people can answer :-)

Re: Servers as they should be – shipping early 2022

#10
post #2

Who is the target customer for this?

good question. not someone too large to want to pay the per-node margins. not someone too small to want to pay .. not someone who is satisfied with using VMs on a cloud provider. not someone who is selling these as part of a turnkey solution for whatever segment is left.

that said, I do feel persistently sad that we can't fix structural problems because the market is such a gradient descent world.

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