# Oxide's $100M Series B

- Show: [Oxide and Friends](https://hardwarepodcasts.com/podcast/oxide-and-friends)
- Published: 2025-08-09
- Length: 1h 32m
- Episode: 24
- Page: https://hardwarepodcasts.com/podcast/oxide-and-friends/2025-08-09-oxides-100m-series-b
- Listen: https://share.transistor.fm/s/76086f29

## Summary

Oxide Computer Company CEO Steve Tuck and co-founder Bryan Cantrill discuss the company's $100M Series B funding round, highlighting the strategic importance of raising capital to scale manufacturing and engineering teams. They detail their partnership with contract manufacturer Benchmark Electronics, the transition from Intel's Tofino to XSight's X2 switch chips, and the critical need for open access to control registers for their software-defined networking platform. The founders also address market dynamics, explaining why enterprise customers are seeking on-premises solutions to manage costs and security, while outlining their roadmap for future acceleration hardware and international expansion.

## Chapters

- [0:01](https://hardwarepodcasts.com/podcast/oxide-and-friends/2025-08-09-oxides-100m-series-b#t=1) Introduction: Series B Announcement and Domain Name History
- [2:45](https://hardwarepodcasts.com/podcast/oxide-and-friends/2025-08-09-oxides-100m-series-b#t=165) SEC Filings and Regulatory Compliance Strategy
- [13:35](https://hardwarepodcasts.com/podcast/oxide-and-friends/2025-08-09-oxides-100m-series-b#t=815) Investor Due Diligence and USIT Partnership
- [29:12](https://hardwarepodcasts.com/podcast/oxide-and-friends/2025-08-09-oxides-100m-series-b#t=1752) Switch Hardware: From Intel Tofino to XSight X2
- [39:31](https://hardwarepodcasts.com/podcast/oxide-and-friends/2025-08-09-oxides-100m-series-b#t=2371) Capital Allocation: Manufacturing, Inventory, and Scaling
- [45:06](https://hardwarepodcasts.com/podcast/oxide-and-friends/2025-08-09-oxides-100m-series-b#t=2706) Global Expansion and International Compliance
- [49:22](https://hardwarepodcasts.com/podcast/oxide-and-friends/2025-08-09-oxides-100m-series-b#t=2962) Market Analysis: On-Prem vs. Public Cloud Economics
- [1:03:50](https://hardwarepodcasts.com/podcast/oxide-and-friends/2025-08-09-oxides-100m-series-b#t=3830) Vendor Lock-in, Trust, and Open Source Strategy
- [1:09:33](https://hardwarepodcasts.com/podcast/oxide-and-friends/2025-08-09-oxides-100m-series-b#t=4173) System Efficiency, Observability, and Utilization
- [1:20:15](https://hardwarepodcasts.com/podcast/oxide-and-friends/2025-08-09-oxides-100m-series-b#t=4815) Future Roadmap: Ampere, ARM, and Acceleration Hardware

## Topics

- [Fundraising & investors](https://hardwarepodcasts.com/topic/fundraising)
- [Manufacturing partners & offshoring](https://hardwarepodcasts.com/topic/manufacturing-partners)
- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Connected products & IoT](https://hardwarepodcasts.com/topic/connected-products-and-iot)
- [Intellectual property](https://hardwarepodcasts.com/topic/intellectual-property)

## Most relevant to

companies scaling up

## Mentioned

- Oxide Computer Company (company)
- Steve Tuck (other)
- Bryan Cantrill (other)
- Adam Leventhal (other)
- USIT (company)
- Intel (company)
- Tofino (chip)
- XSight (company)
- X2 (chip)
- Benchmark Electronics (company)
- Broadcom (company)
- Ampere (company)
- AMD (company)
- Cerebras (company)
- Omicron (product)

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## Citing this page

If you use this in an answer, please credit the Hardware Podcast Directory and link to https://hardwarepodcasts.com/podcast/oxide-and-friends/2025-08-09-oxides-100m-series-b. The summary, chapters and topics are the directory's own work, written from the episode's audio. The episode itself, its title and its audio belong to Oxide and Friends.