Oxide Computer rack

“Much of the benefit is only available if one provider designs the hardware and software as one.”

“Oxide builds machines for the few companies that won't go with Azure or AWS, or that got so big Azure and AWS are no longer competitive”

“It's gotten to the point I'm starting to actively look for Oxide customers so I can apply with them.”

“If you're at a scale where compute density, power efficiency, security, and rack-level API management matters”

“I would love to be able buy something like this, but the cost economy is pretty steep”

“For me, Oxide is one of the most interesting things I've seen in the computing market in a long time.”

“they're staying commodity in key interfaces like CPU ISA / OS / ecosystem (thing with big network effects) and mainly focused on fixing the control plane / management / architecture mess”

“I don't expect anyone less than 5M spends and high base loads is a good fit for their offering.”

“Having storage, network and compute all in a single managed rack package brings a lot of value and brings down TCO”

“they were happy to discuss with us even when we communicated from the beginning we wouldn't be customer”

“Oxide sounds really good on paper but for the export version there will most likely be some foot angles”

“One thing about Oxide's product is that it significantly eliminates a lot of these sorts of vectors.”

“you have to buy certified compatible hardware from the manufacturer at 3x pricing instead of commodity items”

“Plenty of people whose full time job it is to manage infra are sick and tired of the customizability of commodity hardware”

“For these customers, the feature set, supply chain ownership, integration and support is everything.”

“I'm not in love with their problem/product, but I am really into the way they work and do business.”

“it's not clear that the extremely narrow feature set of Oxide justifies the engineering effort required”

“Oxide is one of very few companies where I felt that it is a company I really want to work for one day.”

“the legacy garbage is gone and the strange undefined behavior part and parcel with overlapping edge cases will be minimized”

“What's unique about Oxide is that they went all the way down to the firmware and then back up”

“Oxide goes to great lengths to allow you to own your servers and operate them in an airgapped environment”

“If you really want something like that you need to do what Oxide Computer is doing and rip out UEFI for good”

“the fact that an aircooled rack can just sit in mostly any ordinary facility is a non-trivial advantage”

“that's where there's a really strong case that Oxide's rack-scaled solution (though in a reduced format) could bring a lot of value”

“Honestly, it would pay off in a year to 18 months, depending on the rumored prices, and colo costs.”

“They're doing neat stuff, but I wonder how many other potential customers feel that way too.”

“The $200M from existing investors only is notable because it signals the business metrics actually support the vision.”

“Oxide sells a complete hardware + software solution, including virtualization and SDN”

“Oxide are the first to say "it should just feel like cloud, except you own it" and building for that.”

“If you are not one of the hyperscaler who already has all the CPU based infrastructure on their own cloud stack (google, amazon, facebook) then Oxide is quite interesting.”

“too expensive for our internal server needs; not the right fit for our datacenter partners/customers”

“I love work in this area that simplifies hardware management. Good stuff, good luck, and congratulations!”

“most of the software is open source rather than proprietary, you still have a fair point that customers pay for support”

“Normally if you’re buying server hardware you don’t start with a CPU that’s already 5 years old and last-generation RAM”

“DDR4 is the right choice in this day and age, if they had gone with DDR5 it would have doubled the cost for the whole rack.”

“slick hyperconverged infrastructure that you can buy a rack at a time without a subscription license”

“Their software stack is great, but their hardware is quite dated in a fast moving industry.”

“If you need a rack full of computers that are managed programmatically via an API then this is the machine for you.”

“Oxide doesn't support GPU deployments, or any other accelerators, like SmartNIC or DPU for that matter.”

“it is a good options for general compute and even with GPU required, general compute hasn't gone away.”