It is. But cash expenditures can be modeled in the business economics. But depending on an unrelated party for a core capability is an existential threat. Imagine if every single computer your business runs on could be bricked without notice or a fallback. You’d go bankrupt within a day. That’s the signal this fiasco has sent.
That being said, I am working on a federated / coop model that will allow smaller companies to pool resources.