How would they account for it? I'm not saying you're wrong, I just don't know what you could do. You can't rent extra bandwidth and infrastructure once a year, can you? Why would any company pay for once-a-year network hammering by upgrading their whole system when the other 364 days it all works swimmingly? To me that wouldn't make fiscal sense...
I plead ignorance to the details of it all, but that's how I've always seen it. If I were happy driving my Honda Fit all year, I wouldn't buy a Rivian just to haul a load once a year.