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0 pointsaddaon1y ago0 comments

> Even if Google wants to spend more money, simply there's no chips to buy.

This strongly suggests that there's an opportunity to spend money relaxing this shortage. If your business growth is being throttled by suppliers, then investment either allows you to grow those suppliers, or vertically integrate them out of the picture.

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utensil47781y ago

You can't just create new supply. Chip fabs take multiple years to spool up. You also have to get the machines to make the chips and guess what, those are supply constrained too.

It's not a problem you can simply spend money at, it's a global supply chain problem with many disparate companies each with their own constrained supply chains.

summerlight1y ago

Yeah, I think Google should be actively working on addressing shortage. But I don't think this can be solved in the short term even with infinite capitals since ASML is the fundamental bottleneck and everyone is competing for the same limited capacity.

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