"If we build it, it will be put to use," Microsoft President Says

Some companies uh have been getting punished around earnings last week for coming out with these huge figures of capex spending plans over the coming quarters, the coming years. Are you confident that the demand is going to meet the spend. >> I can't speak for the whole industry. I can only speak for Microsoft.Yeah. >> And what I can say for Microsoft is that demand is clear. It is present.Our biggest challenge is not a risk of you getting ahead of demand. It's actually keeping pace with demand. And what we ...