Eh, firewalls can be made strong enough, at least for some things. A software parallel is: you are Apple / Facebook, do you use Azure and/or AWS? I wouldn't, if it were me, but they do.
Azure/AWS is cloud/B2B, AAPL/FB are B2C consumer goods/services. Different customers, different industries. There is some overlap, but moat is in other places.
AMD/NVIDIA are in same business as Intel and have same pool of customers.
Maybe but I think AWS arguably is a different scale of automation. There’s no Amazon human in the loop looking at your source. Sure a human SRE could peak into your system but that’s something of an exception.
I can’t imagine fabs have that level of automation. It’s not like sending a file to your printer. It’s a multi month or year project in some cases to get your design produced. There’s many humans involved surely.
