3 6 Ke·2025-10-10 09:56Core Viewpoint - Microsoft's data center construction challenges will last longer than previously announced, highlighting the company's difficulties in meeting cloud service demand [1] Group 1: Data Center Challenges - Microsoft is facing physical space and server shortages in many data center regions across the U.S., including Northern Virginia and Texas, leading to limitations on new Azure cloud service subscriptions [2] - The current restrictions are expected to last until the end of 2025, as stated by CFO Amy Hood, with Azure projected to generate over $75 billion in revenue for the cloud division in fiscal year 2025 [2] - Despite adding over 2 gigawatts of capacity in the past year, the company struggles to meet the soaring demand driven by AI advancements [3][4] Group 2: Customer Management and Capacity Issues - Azure customers select data center regions based on physical location and available software, but when preferred facilities lack space, sales personnel guide them to other facilities with available capacity, which may complicate operations and increase data transfer times [3] - Microsoft collaborates with large customers to plan around demand peaks, offering compensation for any additional costs or delays incurred by customers [3] Group 3: Supply Chain and Infrastructure Constraints - The construction and operationalization of a data center can take several years, with key components facing long delivery times due to ongoing supply shortages [5] - CFO Amy Hood noted that the persistent supply shortages are a result of continuously increasing demand, with hopes for improvement by December [5]