Every time one of these conversations happen I end up thinking to myself that Oxide Computing needs three more competitors and a big pile of money.
AWS maintains a fiction of turnkey infrastructure, and the reality of building your own is so starkly different that I haven't seen an IT group for some time that could successfully push back on these sorts of discussions.
Building your own datacenter is still too much like maintaining a muscle car, fiddly bits and grease under your fingernails all the time, meanwhile the world has moved on, and we now have several options in soccer mom EVs that can challenge a classic Corvette in the quarter mile, and obliterate its 0-60-0 time. There is no Hyundai for the operations people, and there should be.
I don't know the physics of shipping such a thing, but I think we really do need to be able to buy a populated and pre-wired rack and slot it into the data center. Literally slot it in. If you've ever been curious about maritime shipping, you know that they have a system for securing containers to cranes, trailers, each other, and I don't see a reason you couldn't steal that same design for mounting a server rack to the floor. Other than the pins would need to be removable (eg, a bolt that screws into a threaded hole in the floor) so you don't trip on them.
In a word, we need to make physical servers fungible. There are any number of things that we need to do to get there, but I think we can. Honestly I'm surprised we haven't heard more of this sort of talk from Dell, especially after they bought VMWare. This just seems like a huge failure of imagination. Or maybe it's simply a revolution lacking a poster child. At this rate that 'child' has already been born, and we are just waiting to see who it is.