[dofm]

That is news — I guess not very surprising that they'd need more data centres than before.

But again there is no Apple-to-Google transfer in the inference in the sense of the comment I was originally replying to (I am not suggesting you're implying otherwise, obviously)

But I stand happily corrected where I said they aren't in the picture at all.

That is an interesting press release because it outlines what they would have had to do with any data centre they were outsourcing to.

[impulser_]

This is probably why Google had to rent compute from SpaceX. They needed to free up NVIDIA GPUs for Apple so they probably moved internal workloads to SpaceX compute.

[didibus]

Google likely won't rent compute from SpaceX, they have a substantial share of SpaceX (they own 5% of it) and need the IPO to be valued highly, so to prop up the IPO stock, they made this announcement, but if you read the fine print, both SpaceX and Google are allowed to cancel it at any time, as-in, after they cash out from the IPO.