Honestly, I keep an eye on them because we are a core market for their product.. We run a bunch of K8s clusters, and Postgres databases. We currently use cloud, but if someone bought us up, and demanded we stop all cloud, we could move to something like this in a fairly short time, with limited changes. I wouldn't have to deal with Dell, plus VMWare, plus a SAN company plus a networking company, and hope they all work work together nicely.I could get a spot in a colo, drop 2 fibers assigned to a few subnets, and be up and replicating our databases in a day or two. We have no need for GPU right now, but do need to often switch DB's to add cpu, ram, etc. Honestly, it would pay off in a year to 18 months, depending on the rumored prices, and colo costs.
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