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An executive director cautioned during Microsoft ’s lucre call on Wednesday that customers might face AI service disruptions as demand outstrips the company ’s power to fetch data centers online .
Microsoft ’s EVP and CFO Amy Hood say during the company ’s fiscal 2025 third - quarter net profit call that the fellowship may look AI capacity constraint as early as June .
“ We had hope to be in Libra by the end of Q4 but we did see some increased need , as you discover through the quarter , ” Hood said . “ So we are going to be a little short , a little fast as we exit the year . ”
The timing of Hood ’s instruction is interesting because Microsoft has reportedly canceled multiple data centre of attention leases this year .
In February , investiture bank building TD Cowen release a memoranda that Microsoftcanceled multiple data center leasesthat equated to a “ yoke hundred megawatts ” or the eq of two information centerfield . In the two months since , there have beenmultiplereportsof additional information shopping centre lease cancellations .
Microsoft say these two instances are not needfully link up . Thecompany retell todaythat it is still committed to investing$80 billion into datum centre this year — as it in the beginning earmarked at the beginning of this year . Half of that figure is for U.S.-based data point centers .
Hood also add together that need today and demand tomorrow are not the same affair .
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“ Just a monitor , these are very long lead clip conclusion ; from country to build out , it can be , you know , lead times of five to seven year , two to three years , ” Hood said . “ So we ’re perpetually in a balancing status as we see demand curves . ”
Microsoft CEO Satya Nadella tell at the top of the remuneration call that the company opened data point center of attention across 10 new countries and four Modern continent during this past quarter .
