Microsoft (MSFT) CFO Amy Hood previously said current constraints on data center availability would continue through the end of 2025, but the data center crunch will continue for longer than the company has outlined as it struggles to keep up with cloud demand, reported Bloomberg’s Brody Ford. Many of Microsoft’s U.S. data center regions are experiencing shortages of physical space or servers, according to people familiar with the company’s internal forecasts. New subscriptions for Azure cloud services are restricted in crucial server-farm hubs including Northern Virginia and Texas through the first half of next year, said the sources.
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