Adding capacity how? PC supply chains are drained - they were impacted by the COVID shutdowns in China a few months ago, and extra demands are in place now:

https://www.wsj.com/articles/store-shelves-stripped-of-lapto...

While I have no inside information, I have to imagine that these same shortages have affected data center hardware too, and that it's much more difficult/expensive to add capacity at the moment compared to, say, last December.