> Infra is always limited, even at hyper scalers

I think maybe infra is limited only at hyperscalers. For the rest of us it's just how much capacity to we want to rent from the hyperscalars.

It's kind of a recent cloud-native mindset, since back in the day when you ran your own hardware scaling and capacity was always top of mind. Looks like AI compute might be like that again, for the time being.