Re:Google Earning Q1 2024 [pdf]
by utensil4778 on Thursday April 25, 2024 @04:39PM
(#40162703)
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.
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.