Well, the monster wearing broadcom skin fucking over vmware licensees makes for a very interested market.

There's a lot of stuff that even if you put majority in the cloud, you want local deployment for security (inc. "operate when internet is out" security/reliability) and latency reasons.

For various reasons, vmware was pretty strong contender in this. Oxide racks are comparable in "sanity of mind" in deployments, and last time I was in a company that could use that the only major breaker was lack of ability to ship a raw VLAN to a VM, to enable direct replacement of existing vmware stack. But if it's not already fixed, it is not particularly hard to fix.