当地时间10月9日，微软宣布与全球数字支付服务提供商Checkout.com达成战略技术合作。根据多年期 技术协议，Checkout.com将采用微软Azure云基础设施架构，为其合作企业商户加速数字支付效能提 升。 ...

Want to understand how one of the world's biggest tech companies is betting on AI?Kevin Scott, Microsoft's CTO, is coming to Disrupt 2025 to give an inside look at Microsoft's AI strategy you can't miss.Get your ticket today for the full Oct. 27 - 29 event in San Francisco: https://t.co/BNWF7oOWIZ ...

微软首席技术官凯文·斯科特(Kevin Scott)曾在10月初表示，自从ChatGPT和GPT-4推出以来，"几乎不可 能以足够快的速度扩充算力容量"，"即使是我们最激进的预测，也一再被证明远远不够"。 这种情况比微软此前的预期更为严峻。今年7月，微软CFO艾米·胡德(Amy Hood)曾表示，当前的资源紧 张状况将持续至2025年底。据知情人士透露，数据中心容量不足不仅影响到运行AI常用图形处理器 (GPU)的服务器，也波及以中央处理器(CPU)为主、长期承担传统云服务运算任务的数据中心。 微软发言人表示，该公司在美国的大部分Azure服务和区域"仍具备可用容量，已部署工作负载的现有客 户可继续拓展业务"。该发言人称，若出现计划外需求激增的情况，公司将启动"容量保护措施"，在其 整个数据中心网络间平衡客户需求。 AI对算力的巨大需求推动了新数据中心建设的热潮。但是，微软不仅在AI领域面临压力，其传统云基 础设施(支撑着互联网各类应用与网站)同样出现了需求紧张。据熟悉微软运营情况的知情人士透露，在 以CPU为主的工作负载中，OpenAI是微软最大的客户。(作者/箫雨) 凤凰网科技讯 北京时间10月10日，据 ...

格隆汇10月10日｜微软数据中心短缺的持续时间将比该公司此前预计的更长，美国许多数据中心地区将 面临物理空间或服务器短缺的问题。据了解该公司内部预测的人士透露，在明年上半年之前，Azure云 服务的新订阅在一些关键的服务器场中心受到限制，包括北弗吉尼亚和德克萨斯州。缺乏可出租给客户 的服务器一直是云提供商反复关注的问题，微软、亚马逊和谷歌都描述了类似的限制，微软正在努力平 衡其数据中心舰队的客户需求。 ...

Core Insights - Nvidia has committed to invest $100 billion in OpenAI, highlighting the interconnectedness within the artificial intelligence industry [1] Group 1 - The investment by Nvidia is seen as a significant move that could influence the dynamics of the AI sector [1] - Analysts and investors are becoming increasingly aware of the circular nature of the AI industry following this investment [1]

Former British Prime Minister Rishi Sunak said on Thursday that he will be joining Microsoft (NASDAQ:MSFT) and Anthropic (ANTHRO) as a senior adviser. “Microsoft has driven productivity improvements for decades and Anthropic is one of the most exciting AI frontier ...

Market Overview - U.S. equities experienced a downturn, with major indices closing in the red due to concerns over market valuations and a potential cooldown in the AI-driven rally [2][9] - The S&P 500 unofficially closed down 22.93 points or 0.34% at 6,730.79, the Dow Jones Industrial Average dropped 267.55 points or 0.57% to 46,334.23, and the Nasdaq Composite finished down 32.66 points or 0.14% at 23,010.72 [2][9] - This pullback follows a substantial 36% rally for the S&P 500 since April, indicating signs of fatigue among investors [2][9] Corporate News - Applied Digital Corporation (APLD) reported strong Q1 revenue of $64.2 million, significantly exceeding the IBES estimate of $51 million, but also posted an adjusted net loss of $7.6 million and a net loss of $27.8 million, translating to an earnings per share of -$0.11 [3][9] - ICL Group Ltd. (ICL) announced a setback for its U.S. expansion plans as the U.S. Department of Energy discontinued funding for its proposed LFP cathode active material manufacturing plant, which was expected to be the first large-scale LFP material manufacturing plant in the U.S. and had been awarded $197 million through the Bipartisan Infrastructure Law funding [4][9] Industry Insights - Despite the broader market's cautious sentiment regarding AI-driven exuberance and stretched valuations, analysts continue to identify strong fundamentals and accelerating adoption as reasons to remain invested in the artificial intelligence sector [5][9] - Microsoft 365 (MSFT) experienced a service issue that has been fully resolved, indicating operational resilience in the tech sector [6][9] - Jane Street is reportedly looking to expand its trading unit for physical natural gas, a market that has been largely avoided by banks and investment firms in recent years, suggesting potential growth opportunities in this sector [6][9]

An internal forecast by Microsoft (NASDAQ:MSFT) demonstrates data center demand outpacing available capacity until at least 2026, according to Bloomberg. Due to the rise of artificial intelligence workloads, some of Microsoft's U.S. data center regions, including Northern Virginia and Texas, are seeing demand outpace ...

Data Center Capacity - Microsoft's data center capacity shortage is projected to last until 2026 [1] - New Azure cloud business is restricted in key regions, including Northern Virginia and Texas [1] Business Impact - The data center crunch impacts Microsoft's ability to expand its Azure cloud services [1]

Core Insights - Microsoft Corp. is facing prolonged data center capacity constraints, which are impacting its ability to meet cloud demand, particularly for Azure services [1][2][3] Data Center Capacity Issues - Many US data center regions are experiencing shortages of physical space or servers, leading to restricted new subscriptions for Azure in key areas like Northern Virginia and Texas through the first half of next year [2] - The timeframe for these constraints has been extended beyond previous estimates, with expectations now set through the end of 2025 [3] - The lack of capacity affects both graphics processing units (GPUs) used for AI and central processing units (CPUs) that support traditional cloud services [3] Azure's Growth and Challenges - Azure is a critical growth engine for Microsoft, generating over $75 billion in the 2025 fiscal year, and has been expanding faster than competitors like Amazon and Google [4] - Microsoft has consistently reported an inability to meet all customer cloud demand over the last six quarterly earnings calls, a challenge also faced by Amazon and Google [4] Customer Management and Workarounds - A Microsoft spokesperson indicated that most Azure services in the US have available capacity for existing customers, but unplanned demand spikes may require "capacity preservation methods" [5] - Customers may be directed to alternative data center regions when their preferred facilities lack space, which can complicate operations and increase latency [6] - Some customers experiencing capacity issues have opted to take their business elsewhere or limit their cloud usage until more capacity becomes available [7] Infrastructure Development and Challenges - Microsoft has been rapidly expanding its data center capacity, adding over two gigawatts in the past year, equivalent to the power output of the Hoover Dam [8] - The demand for new data centers has been significantly driven by AI applications, alongside traditional cloud infrastructure needs [9] - The process of bringing a data center online can take years, with critical components facing long delivery times [11] Regional Capacity Variations - Exceptions for key customers seeking additional capacity in regions facing supply constraints can be made, with better availability reported in European regions compared to the US [12] - Continuous supply shortages have been attributed to increasing demand, with hopes for improved supply-demand balance expressed for December [13]