... or charging infrastructure companies would simply expand their offerings to meet demand, since expansion for them is comparatively cheap.
That, at least to me, seems to be the more likely scenario.
Also keep in mind that fueling behavior for EV owners is different than for ICE vehicle owners. Fast chargers are useful for road trips, but unnecessary and expensive for day-to-day driving. Most commuters will simply charge at home/work/the store/etc, where the raw inputs to charging infrastructure (car-adjacent space and electricity) are already in place and slower, cheaper charging is sufficient.
This requires having expensive, redundant charging infrastructure at all these places. It works today because far less than 1% of cars on the road in most of the developed world are electric. If 25% were electric, that free charging at the store and work is going away, there won't be enough bays to charge all the cars.
Whenever I hear 'X company is going all electric by Y date' I assume it's either an outright marketing lie, or that company will soon thereafter be out of business.
That, at least to me, seems to be the more likely scenario.
Also keep in mind that fueling behavior for EV owners is different than for ICE vehicle owners. Fast chargers are useful for road trips, but unnecessary and expensive for day-to-day driving. Most commuters will simply charge at home/work/the store/etc, where the raw inputs to charging infrastructure (car-adjacent space and electricity) are already in place and slower, cheaper charging is sufficient.