> 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.
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.