An executive cautioned during Microsoft’s earnings call on Wednesday that customers might face AI service disruptions as demand outstrips the company’s ability to bring data centers online.
Microsoft’s EVP and CFO Amy Hood said during the company’s fiscal 2025 third-quarter earnings call that the company may face AI capacity constraints as early as June.
“We had hoped to be in balance by the end of Q4 but we did see some increased demand, as you saw through the quarter,”…
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https://techcrunch.com/2025/04/30/microsoft-expects-some-ai-capacity-constraints-this-quarter/