Are hyperscalers like $AMZN, $MSFT and $GOOG screwed if the there is an oversupply of data centres?

META and SpaceX is just showed us it has excess capacity. If a data centre oversupply is true, semi stocks will fucking crash and burn for sure. Very dramatic end.

But hyperscalers, our beloved Mag 7, the big 3 cloud. like MSFT, AMZN and to a lesser extent GOOG will also collapse. There will be a prolonged and drawn out oversupply in the data centre industry. Data centre players with excess capacity will definitely try to undercut margins of the big 3 cloud providers.

Does this risk mean we should be selling our hyperscaler stocks?