Any large user of datacenters could have a shortage of datacenter space if they didn't plan ahead enough. It might take two years to build a new data center? Space crunches have happened before.

But maybe the chip crunch is a current bottleneck, or results in higher prices for new hardware? If so, there's a reason to delay upgrades and run older hardware a bit longer.

This is just guesswork. Supply crunches aren't predictable from first principles.