FAQ Friday

No it’s not. No, it’s not at all. So we have done our own board design. People ask us, who’s our ODM? Does Quanta make your servers?

No, TTM makes our boards, if that’s what you’re asking, but it’s the boards that we designed. We designed the boards. We did the schematic. We did the layout. TTM made the boards, Benchmark did the assembly, and then we put it in a chassis and ship it to you. Super Micro and the existing commodity vendors, the existing ODMs are nowhere near this design, this chassis, the Oxide rack. So no, this is not a couple of Super Micros in a trench coat. We’ve actually done the hard stuff. We’ve actually done our own hardware, we’ve done our own design. And by the way, that design was essential for our software. We wouldn’t want to, but couldn’t use those existing ODMs.

And in fact, when we first started the company, we went to talk to some of those existing ODMs about what it would look like to have a permutation of the reference design. And the second we said, you know what? We’re getting rid of the traditional BMC and we’re replacing it with a service processor. Hair went on fire, like, you absolutely can’t do that.

That’s way too much of a divergence. Like, great, super clarifying. We’re doing our own board designs. One thing I wish I could go back to the past and maybe slap myself a little. When we were first raising for the company, I did say we were gonna tweak reference designs. We did not tweak reference designs.

We started from scratch. We started from scratch with an AMD CPU and built an entire system around it. So no Super Micro to be found. No other existing ODM, either. These are Oxide through and through.

Thanks. We’ll see you next time.