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Microsoft's forecast shows data center demand outpacing capacity: report (MSFT:NASDAQ)
MicrosoftMicrosoft(US:MSFT) Seeking Alphaยท2025-10-09 19:53

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 ...