I don’t know who they see as competitors in market positioning (ie, who is selling against them on their target buyer’s calendar). But the space is called hyperconverged computing and there are a few other players like Scale Computing building “racks you buy that run your VMs.”

From the podcasts they talk a little about their clients. It's people who want something like AWS Outpost but fully disconnected and independent from any cloud and running 100% local.

More like Nutanix, Xen, IBM, Kubernetes... private cloud, colo, on-premise... etc. There's a ton of stuff (I'd bet the majority) of compute workload in business that is local/colo and not cloud.

I don't think that is the 'main' competitor. But its certaintly 'a' competitor for companies that already have put a lot of their eggs into the AWS basket.