Core Insights - Microsoft is facing a longer-than-expected duration of data center shortages, impacting its Azure cloud service subscriptions in key server locations [1] - The shortage of available servers for rental has been a recurring issue for cloud providers, including Microsoft, Amazon, and Google [1] - Microsoft is actively working to balance customer demand with its data center fleet capabilities [1] Summary by Categories Data Center Shortages - The duration of data center shortages will extend beyond previous estimates, particularly affecting regions in the U.S. [1] - Key server locations such as Northern Virginia and Texas will experience limitations on new Azure subscriptions until at least the first half of next year [1] Industry Context - The lack of rentable servers is a common challenge faced by major cloud providers, indicating a broader industry issue [1] - Microsoft, along with its competitors, is addressing these limitations as part of its operational strategy [1]