Microsoft's forecast shows data center demand outpacing capacity: report (MSFT:NASDAQ)

Core Insights - Microsoft's internal forecast indicates that data center demand will exceed available capacity until at least 2026, driven by the increasing workloads associated with artificial intelligence [2] Group 1: Data Center Demand - Demand for data centers in certain U.S. regions, particularly Northern Virginia and Texas, is outpacing supply due to the rise of artificial intelligence workloads [2]