Did we go from a supply crisis to oversupply already? xAI(SpaceX) and Meta are already renting out compute, which means the hard fought and won GPUs/DCs/electricity can't be productively used by them and its better to find some other revenue stream.

Amazon, Google, Microsoft who may have withered AI crash (because they sell shovels) already have competition, how long before we see a lot more companies renting/selling their AI DCs?