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> Real products built today have a finite amount of demand, and global cloud capacity is larger than that.

This isn't really true, and it's especially not true when specialized hardware comes into play. If you have a "web-scale" GPU workload, it's not unlikely that you'll hit resource availability constraints from time to time. The question isn't whether cloud capacity is larger than your demand for a particular resource, it's whether cloud capacity is larger than the aggregate peak demand for that resource. Cloud providers aren't magic. They engage in capacity planning, sometimes underestimate, and are sometimes unable to actually procure as much hardware as they want to.