Core Insights - Microsoft is facing a significant data center capacity shortage, which is expected to persist until the end of this year [1][3] - The Azure cloud service platform, a key revenue driver for Microsoft, generated over $75 billion in revenue for the fiscal year ending June 30, 2025, but is currently limiting new subscription services due to capacity constraints [3] - Other tech giants like Amazon and Google are also experiencing similar capacity limitations, with long delivery cycles for critical components hindering infrastructure expansion [5] Group 1 - Microsoft is experiencing a more severe data center capacity shortage than previously anticipated [3] - The company’s Azure platform is crucial for revenue growth, contributing over $75 billion in the last fiscal year [3] - Capacity constraints are leading to restrictions on new Azure subscription services [3] Group 2 - Other major tech companies, including Amazon and Google, are also reporting data center capacity limitations [5] - The long delivery times for essential components are a common challenge across the industry [5] - Building and operationalizing a data center can take several years, making short-term relief from capacity shortages unlikely [5]