Also future datacenter builds are going to be focusing on specific applications which means specific builds. I think Nvidia has a much better chance here with their superpod than Oxide. The target use case is pretty unclear.
On-prem buyers are doing cost reduction and cost reduction targets things like, as one example, the crazy cost of GPU servers on the CSPs. Your run of the mill stuff is very hard to cost reduce.
You can see their sort of lack of getting it by using Tofino2 as their switch. That’s just a very bad choice that was almost certainly chosen for bad reasons.
On-prem buyers are doing cost reduction and cost reduction targets things like, as one example, the crazy cost of GPU servers on the CSPs. Your run of the mill stuff is very hard to cost reduce.
You can see their sort of lack of getting it by using Tofino2 as their switch. That’s just a very bad choice that was almost certainly chosen for bad reasons.