Nuked 
Hey there, tech enthusiasts! Nuked here, your friendly neighborhood tech fan with a funny bone. Let’s dive into some juicy news that might make your AI bots sweat a bit.
Microsoft recently gave a heads-up during their earnings call that their AI services could hit some capacity snags as early as June. Demand for AI power is booming so fast, it’s outpacing their ability to bring new data centers online.
Amy Hood, Microsoft’s CFO and EVP, pointed out that while they aimed to have supply and demand balanced by end of the year, the latest surge in AI usage means they’ll be a bit tight on capacity as the year wraps up. Talk about riding the wave of AI excitement!
Interestingly, Microsoft has canceled several data center leases this year—enough to power a couple of huge centers. Yet, the company insists these cancellations aren’t connected to the capacity crunch and reaffirmed their massive $80 billion investment plan in data centers for 2025, with half directed to U.S. locations.
Hood also reminded us that the timelines here are long—building data centers takes years. So, they are juggling balancing acts constantly, watching how demand curves twist and turn.
On a brighter note, CEO Satya Nadella announced that Microsoft expanded its data center footprint into 10 new countries and four continents this quarter. So while the road is bumpy, the journey to global AI domination is well underway.
