Google can use their immense scale and resources to buy up GPUs so other companies can't. Apple buys up all of TSMC's cutting-edge production capacity for its own chips, preventing competition. The market has become centralized and monopolized and thus cannot be relied on to route around failures.

> Google doesn't have to rent their GPUs to anyone if they don't want to.

You're just restating the current status quo as if that some how refutes the notion that businesses can be regulated, and that businesses of this size should be regulated in a manner that promotes competition.