Building sovereign systems management with low overhead is an incredibly important goal. For this I salute them for pursuing that path. However their mistake is that it's a hardware problem. It's actually almost entirely a software problem, modulo convincing some hardware vendors to make their ILOM/IPMI implementations not be buggy or suck.

Disclosure, I work in the software automation space.

Our thesis is that it's both a hardware and software problem! Which, as steve said, is why we're doing both. We can look at designs across the whole stack, from chips chosen, FPGA implementations, hubris management and control plane software to accomplish this goal. By doing these together, we can accomplish fundamentally different designs and tighter integration than any one of those multi-company silos can even if they tried to work together.

We are doing both hardware and software. We don’t use vendor IPMI stuff, and have instead implemented our own stack for it. You’re absolutely right!