Not long ago Railway moved from GCP to their own infrastructure since it was very expensive for them. [0] Some go for a Oxide rack [1] for a full stack solution (both hardware and software) for intense GPU workloads, instead of building it themselves.

It's very expensive and only makes sense if you really need infrastructure sovereignty. It makes more sense if you're profitable in the tens of millions after raising hundreds of millions.

It also makes sense for governments (including those in the EU) which should think about this and have the compute in house and disconnected from the internet if they are serious about infrastructure sovereignty, rather than depending on US-based providers such as AWS.

[0] https://blog.railway.com/p/data-center-build-part-one

[1] https://oxide.computer/

I was under impression that Oxide rack does not currently ship with GPU's - at least with buildin. . Has this changed recently ?

Oxide racks don't yet have a GPU solution. But it is a good options for general compute and even with GPU required, general compute hasn't gone away.