They are using O3DE now, which actually seems better than godot for 3D at first glance. Only issue so far is there isn't much of a community.
Edit:
>Although I'd also gamble on them acquiring Epic Games.
That is never happening.
Given Tim Sweeney holds a controlling stake in Epic this seems like the least likely outcome.
This will never ever happen. Ever.
I think it equally unlikely that Apple would invest in/adopt something like Godot. Modern Apple has a serious case of Not Invented Here syndrome and despite Godot being permissive, I don't see them adopting that. Instead, I think we'll see more investment at ARKit and Metal, even though the only people that take Metal seriously are people who have a financial incentive to build iOS games (no one has a financial incentive to support Metal-based macOS games and there is arguably no financial incentive to make macOS games at all).
Amazon will ditch Lumberyard for Godot. They have deep interests in games as a part of their vision. Twitch, Luna, in house game studios, prime gaming, etc.
Apple will absolutely do it. They're building their own metaverse and VR. Although I'd also gamble on them acquiring Epic Games. Apple wants to own the future of content creation.
Google's significant investment in WebGPU is going to make Godot a more attractive platform. Google is indirectly contributing to this.
As Godot gains more and more mindshare and economic activity happening atop it, it will achieve the activation energy required to take on AAA rendering and workflows.
Companies will see Epic as a tax. And the entire world will be submitting patches to Godot. Godot is already spawning an ecosystem of support companies and console SDKs.