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Investing.com -- Microsoft Corp’s (NASDAQ:MSFT) data-center capacity issues will continue longer than previously indicated, limiting the company’s ability to meet cloud demand, according to a report Thursday from Bloomberg News.
Several of Microsoft’s US data center regions are facing shortages of physical space or servers, internal forecasts showed. New Azure cloud service subscriptions remain restricted in key server-farm locations, including Northern Virginia and Texas, through the first half of 2026.
This timeline extends beyond what Microsoft had publicly stated. In July, Chief Financial Officer Amy Hood had indicated that current constraints would last through the end of 2025.
The capacity limitations affect both GPU-powered machines typically used for artificial intelligence workloads and traditional CPU-dominated data centers that handle standard cloud services.
Server shortages have been an ongoing issue for major cloud providers.