I don't have the energy to watch a 90 minute talk, but some skipping around finds a bit more detail about what is in the plan:
https://youtu.be/vvZA9n3e5pc?t=1299
The theme seems to be giving the operator of the computer a lot more control - eliminating opaque binary blobs, exposing the hardware more directly, etc. I can't tell if this is a particular bee in the founders' bonnets, or a real market demand, or if they know about some scary threat they can't talk about.
Whilst this is definitely cool, and something that will get a lot of people on HN super pumped, it doesn't sound like something any company i have worked at would really care about. Unless these machines also deliver significantly better performance. But then, those companies were not hyperscalers.
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> Are they trying to offer folks AWS or Azure quality servers for purchase?
I think "quality" doesn't really capture 100% of it, but in a sense, yes. The goal is extremely quality, performant, robust servers.
I will have to delegate the details to the above talk; I have a bunch of work to get started on, and would just end up re-typing out what it says above, ha!