"Largely" is doing a lot of heavy lifting here. Yes Google and Amazon are making their own GPU chips, but they are also buying as many Nvidia chips as they can get their hands on. As are Microsoft, Meta, xAI, Tesla, Oracle and everyone else.
How about Apple? How is Apple training its next foundation models?
But is Google buying those GPU chips for their own use, or to have them on their data centers for their cloud customers?