They are averaging 1.5 charging stations installed per day over the last year in North America. Each of those stations has at least 8 chargers, some of them have 24, 40, or more.
They have moved to pre-fab construction where a row of 8 chargers are all installed in a concrete slab that can be dropped into a site and commissioned in a very short time period.
Basically nobody else is keeping up with them at charger deployment in the US and that creates a market opportunity for Tesla and a need to make some return on all of that construction by increasing utilization rates.