I'm not doubting you, but where did you hear that? Wow, what kind of data center installation is air-gapped in 2025, except for ... maybe military industrial complex (maunuf + military) and spy agencies?
Certain production studios (Commercial / Feature Entertainment) may have air-gapped datacenters. I'd expect anyone making an Apple commercial is doing that on air-gapped infrastructure.
Defense contractors, Pharma companies, basically anyone who has IP that they want to tightly control access to.
I don't have any details, but on their public website, they highlight LLNL (ELI5: US nuclear weapons research lab founded by Edward Teller) as a customer. I am not 100% certain they require airgapping, but it is totally conceivable that them or similar customers in that vein do. Oxide business probably selects for a biased sample of such customers (the customers that don't have esoteric requirements also have public cloud options AWS/GCP/Azure to choose from).
