The scale and demand of hyperscalers and some model companies could allow them to consume the silicon output of one or more fabs on their own.

“And the scale of the hyperscalers is, is so large and, and some of the, you know, the, the model companies, for example, and their demand is so high, um, yeah, they could easily just like consume an entire fab's worth of silicon on their own or, or multiple-”

“... fabs worth of silicon on their own. And they definitely have the, the, the, uh, capital to fund that. So in some sense we're moving from a sort of a horizontal world again to a pseudo-”