> some of them would just assemble and service their own fleets from readily-available parts, similar to how Amazon/Google/Microsoft self-assemble their own cl

> some of them would just assemble and service their own fleets from readily-available parts, similar to how Amazon/Google/Microsoft self-assemble their own cloud servers (instead of buying them from Dell/HP). Amazon/Google/Microsoft don't assembly their own servers, rather than they buy servers directly from OEMs who were previously selling to Dell/HP