You have to have a minimum number in data center to even make it available in a region.
It's also seen as an investment.
So need it when the app is available on tv, streaming stick/box etc also.
I have no idea how many blades they need, as to replace the 1S, and expand and roll out to other regions. But I'm sure it's not inconsequential. Especially when parts are constrained as it is.
MS themselves expected the XSX to outsell the XSS early on, yet they've not been able to produce a huge amount more than the XSS. So any that are diverted is impactful I would say.
We also may have different views on what's impactful to be fair.