There is one post that's marginally helpful: https://sysmgr.org/blog/2019/12/02/a-new-machine/

My guess is they want to sell servers with a first class control plane. Something much less clunky than what's currently possible to cobble together with IPMI, PXE, Intel ME, grub, etc. Similar to what AWS, GCP, etc, use internally. And maybe expanding into routers based on these servers, also with a control plane, etc.

I'm extrapolating a lot out of little though. They are very vague.