One of these takes three years. The other takes a weekend.
Every storage business grows by adding capacity. What differs is the smallest unit of capacity it is able to add, and who has to authorize it. That single difference decides how fast either model can respond to anything — a law, a customer, a region nobody predicted would matter.
A datacenter
unit of expansion: a building
Site selection, land, power contracts, permits, construction, commissioning. The decision is a capital allocation, so it competes against every other capital project the company has, and it is made by people who need the demand proven before they will fund it.
Timeline measured in years. If the demand is real but small — one country, a few dozen customers — it never clears the bar at all.
A network
unit of expansion: one machine
Someone who already has hardware, power and bandwidth in the right country installs the software and starts earning for the capacity they contribute. Nobody has to approve it. There is no capital committee, because there is no capital being committed.
Timeline measured in the time it takes to rack a machine. Small demand is still demand, because the smallest useful response is one node rather than one building.