Even if their actions running servers were at 50% load (or even 20%) at the end of 2025, they'd be screwed right now, at this point it's as much a tech/scaling problem as it is a CapEx problem and a construction one. Given the public's responses to AI specific datacenters you can't pick everything.

Even my own systems at home are burgeoning under the load of the my more ambitious hobby projects I'm doing for fun. I don't envy "we had to build five more datacenters to keep up with demand" class problems just from a how many people have to sign off on them perspective let alone the technical difficulty of doing so