The same company they've audited the datacentres of, and saw dummy non-running servers within which had been stripped of their GPUs, and were 'fooled' that they were simply yet to be commissioned.
On 2nd point, even Hyperscalers have large stack of GPU sitting idle yet to be commissioned.
Yes US hyperscalers have plenty of hardware but are running out of 'warm shells' to put them into. It's not much of a problem in Southeast Asia.