Think this through to endgame
There is far more revenue and profit potential in mainstreaming this technology in the existing product lines than there ever was in bringing a boutique "The Machine" to market in a narrow segment.
Likewise the decision to truly open Gen-Z to the industry rather than just developing it as the proprietary ASICs of a boutique product line.
The questions, then, are has HPE anticipated technology's direction well enough, how does the industry reconfigure for shared access to byte-addressable storage class memory, when does the memory industry actually deliver the ten millionth affordable storage class memory die, and who ends up with the lion's share of the revenue. The next decade will be really, really fun.