Google and Amazon have tied up all their capital (and then some) in data centre investments, they don’t have more money to spend on fabrication. Plus they have a lot of experience running data centres, and zero experience running fabs.
Google has a $4T market cap, Amazon >$2.5T. How hard would it be for them to raise $50B by selling new shares?
Google has a $4T market cap, Amazon >$2.5T. How hard would it be for them to raise $50B by selling new shares?