Comment by apimade
2 months ago
They work with HFT/quant firms. Look at some of their former engineers who are now at matX.
Intel/Barefoot Tofino 2, VHDL/SystemVerilog, FPGA, QSFP28 (100GbE networking), P4 programming.
Their buyers don’t have customer stories. They don’t sell to SaaS companies.
Is this true? If so, how do you know? I have listened to almost of their podcasts. I don't recall them saying there are any type of customer they refuse to sell to. They told a funny story about a sales call with a US national laboratory. They went into the call assuming they would be asking for supercomputer. Instead, they learned they need a bunch of regular rack compute, not all supercomputers.
Also, the OP did not say they are a SaaS company. They only said they spend 900K USD per year with AWS.
More like the rack isn't viable for SaaS.
Do you have any evidence for this claim? Or, can you explain why it isn't viable for SaaS?
I also think they work with government customers. I saw an open job position on their website requiring TS/SCI security clearance and full scope polygraph.
I believe JPL and INL were their launch customers for gov.