Microsoft customers may face the disruption of service while using AI services when the company’s data center is capable of increasing the ability to bring online, an executive warning an executive company warned during the earnings of an executive company
Microsoft’s EVP and CFO Amy Hood said the company could face AI capacity constraints in early June during the company’s third-third-third income call on Wednesday, because demand could operate its data centers 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 Coven revealed a memo that Microsoft had canceled multiple data centers lease which 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 investing $ 80 billion in data centers this year – as it was originally identified as the beginning of 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.
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“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 CEO Satya Nadella says the company has opened 10 new countries and four new continents to the last quarter of the earnings.
