Microsoft expects some AI capacity constraints this quarter

On Wednesday, an executive warning during Microsoft earned that customers could face the AI ​​service disruption because demand exceeds the power center of the data center online.

During Microsoft’s EVP and CFO Amy Hood Company’s third-third income company, the company could face AI capacity limitations in early June.

“We hoped to be imbalanced at the end of the Q4, but you saw some of the extended demand,” said Hood, “Hood said,” Hood said. “So as we get out of the year we are a little smaller, a little bit stronger.”

Hood’s speech time is interesting because Microsoft is reported to have canceled multiple data centers lease this year.

In February, the investment bank TD Cowin revealed a memo that Microsoft Multiple Data Centers Lease Cancel It is equivalent to a “several hundred megawatts” or two data centers. After that in two months, it was Multiply Report Additional Data Center lease cancellations.

Microsoft says that these two examples are not necessarily related. The The agency has reviewed today It is still committed to investment $ 80 Billion at the Data Center this year – As it was originally marked early this year. Half of this figure is for US-based data centers.

Hood added that demand today and demand tomorrow are not the same thing.

“Only a reminder, these are very long leadership decisions, starting from land, you know, during the leadership of five to seven years, two to three years,” said hood. “So we are constantly in a balanced position because we are looking at the curve of the demand.”

Microsoft’s CEO Top Nadella’s call to earn a revenue that the company opens up to 10 new countries and four new continents in the last quarter.