Thank you for sharing that it’s very interesting story and I agree the hardware appetite will not be easily satiated so imagine that stays a stable revenue source.

I’ve worked in some of those hyper scaled environments you’ve mentioned more recently than 10 years ago and I must say that the control and orchestration planes are entirely home-baked.

Amazon is another prime example especially if we are talking ASICs. They are not the only ones either but I strongly believe they will be the most disruptive in this space going forward.

Maybe it’s not as easy as I am for trying it but this is a swim lane that I am strongly embedded in and I can tell you it’s in a far more mature position than it was 10 years ago and with the largest technology companies in the world releasing truly excellent open source code and scalable patterns so things like cost or lack of support model is no longer a defensible position as those muscles can be developed internally, and there are plenty of MSPs for open source infrastructure support.