SpaceX is selling compute to a willing buyer. You can't point to one side of the trade as evidence for under/over capacity. The way we usually judge such things

SpaceX is selling compute to a willing buyer. You can't point to one side of the trade as evidence for under/over capacity. The way we usually judge such things is the price. If the price for compute is going up, which it is, then that's the thing to look at.