This is just stating the problematic relationship they all have with competition another way. And nothing expresses it better than what might be shaping up for companies like Google, and Facebook, who build a ton of their own server hardware, and with Intel who has just announced a new memory technology.
The linked article below from wired gets into the specifics here on the mysterious Intel hardware, as well as what the other companies fear from it.
Intel’s Bold Plan to Reinvent Computer Memory (and Keep It a Secret)
By CADE METZ BUSINESS
03.22.17, 7:00 AM