In the long run, yes, but it takes some time to turn $$ into capacity (of just about anything), and they seem to be saying they're just short of capacity, where

In the long run, yes, but it takes some time to turn $$ into capacity (of just about anything), and they seem to be saying they're just short of capacity, whereas it seems more likely that they are short of money. But your point is correct. It is intriguing that this means either OpenAI, or Microsoft (their biggest investor), or both, are short of money. Or the one is short of money, and the other is short of confidence that they should put more money into it?