Microsoft expects some AI capacity constraints this quarter

Microsoft customers could encounter service disruptions when using AI services due to demand outpacing the company’s ability to bring data centers online, an executive warned during the company’s earnings callMicrosoft’s EVP and CFO Amy Hood said during the company’s fiscal 2025 third-quarter earnings call Wednesday the company may face AI capacity constraints as early as June because demand is higher than its data centers can handle. “We had hoped to be in balance by the end of Q4 but we did see some inc ...