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> Is there anything they're doing that can't be replicated by hypervisor/management software on commodity x86 servers? Seems like their "secret sauce" is a software stack that "just works" more than any actual special feature of the hardware.

There's a reason Apple is consistently one of the top 5 most valuable companies. It isn't because their hardware does anything that can't be done on "commodity" hardware, its that they built a software stack that "just works" and part of that was tight coupling to the hardware.

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Which only matters to consumers. Businesses at scale have teams doing this stuff and costs matter.

I've written on this before but Oxide are sitting in very narrow market segment in terms of value and I can't see how it's viable.

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The market is anyone who wants a private cloud but isn’t as big as an Amazon or Google who could build it themselves. Seems like a big enough TAM.

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If large corps see the value and build whole data-centers with oxide racks, a few large costumers alone can be huge.

I suspect part of this raise has to with Antropic using Oxide at pretty large scale.

If its really true that things will move from public cloud to private in large scale, its not narrow at all.

And they have a pretty clear fitting product range they can expand into.

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> I've written on this before but Oxide are sitting in very narrow market segment in terms of value and I can't see how it's viable.

You may not have heard, but the US government just prints money.

Banks make a lot of it, too.

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... and Anthropic for instance.

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