[girfan]

Cool tour. I haven't kept up with their developments; what kind of workloads have they been pushing for? Since they don't seem to have any specialized accelerators in the Compute Sled, I am assuming they are not targeting AI workloads for now?

[connicpu]

Hard to compete there when most of the margin is going to NVIDIA, pretty much impossible if you don't have the scale of Dell/Supermicro/etc

[adastra22]

The Oxide approach, I think, would be to pick an open interconnect standard and work with one or more NVIDIA competitors to make hardware for it. E.g. AMD and a few of the specialized AI hardware companies. Essentially provide an open TPU standard.