Microsoft expects some AI capacity constraints this quarter

Microsoft’s earnings for Microsoft’s earnings on Wednesday, the company can encounter the company’s online data centers in which the customers may encounter AI service violations

Microsoft’s EU and CFO Amy Hood said the company could face the AI ​​potential restrictions during the third quarter of the company 2025.

“We hoped to be in balance in the end of Q4, but as you see in a quarter, we saw the growing demand,” he said. “So we will be a little short, a little as short as we go out.”

Microsoft is due to the termination of Hud’s statement this year, because it is interested in the term of Hud, because Microsoft has been abolished this year.

Investment Bank in February TD Cowen, published a memorandum of Microsoft More than one data center rental “Several hundred megawatts” or equivalent to the equivalent of two data center. Since two months, it has been many report Additional Information Center Rental Cancellation.

Microsoft says that these two cases are not necessarily related. This The company repeated today still committed to investing in To $ 80 billion in data centers this year – As it was initially taken at the beginning of this year. Half of this figure is for US-based data centers.

The hood added that today is not the same thing required and the same thing required tomorrow.

“Just a reminder, these are the decisions of the soil for a very long driving, you can get rid of land, you know, five or three years, for two to three years,” he said. “Thus, we are constantly in a balance sheet because we follow the demand curves.”

Microsoft CEO Satya Nadella said that the company opened data centers between 10 new countries and four new continents during the company’s last quarter.