Maybe a lot of that capacity will just not be required for the foreseeable future and no deliveries will be pulled forward. Those 744 frames are all paid for and fully depreciated now so costs are basically fuel and maintenance only whereas taking on new 77W / A35K / 787 occur a high cash outlay or high monthly lease costs.
Fuel is also relatively cheap at the moment so if the capacity was expected to return in the short-medium term it would probably have been better to retain say half the 744 fleet as active and use thew rest for spares to keep these flying.
My money is on no new deliveries being pulled forward earlier, capacity is just not going to return anytime soon.