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.