I think I'm missing something here. Do they sell servers or are they selling some interesting service where you can buy a server AND they physically host the machine in their own data centers? If the former, what value add do they provide over IBM/SuperMicro/[INSERT COMPUTER COMPANY HERE]? The custom OS? You could get 99% of the way there with bare-metal Kubernetes.
We are selling servers. The value is in building the entire thing, hardware and software, for purpose. This has many knock on effects, quality, debugability, the Buck stops with us, etc.
