I am CTO of a large global data center provider posting with throwaway account. As a technologist, I really appreciate what they have done. Impressive work, high quality, however I don't understand who this is for. The meaningful market for Data Center hardware is pretty well defined in two clusters. People that build/make custom gear (such as Hyperscalers) and people that buys HP/Cisco/IBM/Dell... (blades or hyper-c…
This gets to the crux of my first thoughts when I read the marketing copy: can they deliver (reliability).
They do admit very clearly that what they're doing is hard and that at many points during development they were reluctant to be too ambitious (for obvious reasons), but at each stage they did just that: proceeded with the most ambitious option. That takes a huge amount of self belief that might be warranted or might be hubris. As you point out, untimely the success of Oxide won't only hinge on ability to deliver on that self belief, but more on their ability to convince prospective customers that they have competency to do what noone else can.
I fully support every part of their approach in theory but my wizened traveled self thinks it smells a little too good to be true.