Or it could simply mean that they're operating at the limit of the capacity they were able to purchase and do not have headroom to handle load spikes. From what

Or it could simply mean that they're operating at the limit of the capacity they were able to purchase and do not have headroom to handle load spikes. From what I understand, that's the situation Anthropic is in. And since Anthropic is now leasing a large portion of xAI's datacenter capacity, it's plausible that an Anthropic load spike could cause issues for xAI as well. Your comment makes it sound like they can just push a button and spin up more capacity -- but at this scale and in this GPU-constrained environment, that's not really how it works.