Microsoft Prediction: Data Center Resource Shortage Crisis Will Persist Until 2026

金色财经
金色财经|Oct 09, 2025 19:23
According to Golden Finance, the duration of Microsoft's data center shortage will be longer than the company previously anticipated. Many data center regions in the United States will face issues of physical space or server shortages. Sources familiar with the company's internal forecasts revealed that new subscriptions to Azure cloud services will be restricted in some key server farm centers, including Northern Virginia and Texas, until the first half of next year. The lack of servers available for rental to customers has been a recurring concern for cloud providers. Microsoft, Amazon, and Google have all described similar limitations, and Microsoft is working to balance customer demand with its data center fleet.
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