Capitalism isn't a magical instant fix.

In this context, it takes spending enormous piles of money over the course of at least several years to spin up new semiconductor production.

We do need more capacity to keep up with AI datacenters' usage, yes.

But adding long-term capacity years down the road for a thing that some folks seem to confidently think is a bubble that can pop at any time is risky. And (because capitalism), we have to manage carefully balance our risks and rewards in order to maximize our odds of success.

If there is no bubble and demand stays high long-term, then the payoff for that risk is potentially enormous.

If there is a bubble and it bursts, then the cost of that risk is potentially devastating.

(Capitalism works most-predictably when cheating is possible, such as with Biff's use of the time machine in Back to the Future II. But without cheats, it's always a gamble.)