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Oxide will eat Supermicro's lunch. There's no offering that Supermicro and other vendors can offer that comes close to what an integrated Oxide rack will provide.

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Eventually that might be the case, but I actually think there will be enough room for both companies to have healthy growth. Personally I think oxide will clean up in the enterprise space, whereas SuperMicro will focus more on the people building their own systems.

Enterprises are the ones building their own systems. Oxide and Supermicro are direct competitors.

Maybe in tech, enterprises are building their own stuff, but outside those companies large enterprises are largely either outsourcing(to AWS, or managed providers) or looking for solutions with minimal system maintenance...

I see oxide as a cloud in a rack, fairly hands off, whereas SuperMicro is a choose your own adventure book.

Personally, I want both companies to crush HPE and Dell.

Perhaps, but I would not count SuperMicro out. They sell rack-scale systems:

https://www.supermicro.com/en/solutions/rack-integration

I could not find any info on that page about whether the level of software and network integration is anything like Oxide’s product though. SuperMicro claims they can build 5000 racks a month, so that’s a lot of lunch for Oxide to each potentially.

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