I didn't know they started shipping Zen 5 already. Hopefully they will be on Zen6 soon after its launch.
The Computer Sled is an 2U unit. I am wondering if they could further shrink it to 1U to further increase the compute density. It will probably need a redesign that is water cooling only.
Oxide's sleds don't conform to U sizes directly, IIRC. And even though I'm not there anymore, I can say for sure that it's not going to shrink to 1U: the larger size is very important for other reasons. For example, the larger sled size means larger fans, which means that they can be run at lower speeds, meaning less power draw, less wear and tear, and less noise.
> water cooling only.
There's some comments above about water cooling, I doubt this will happen, but we'll see I guess.