Microsoft expects some of the restrictions of artificial intelligence in this quarter

An executive official warned during the Microsoft profit call on Wednesday that customers may face artificial intelligence service disorders, as the demand exceeds the company’s ability to bring in data centers online.

Microsoft’s EVP and CFO Amy Hood said at the company’s profits in the third quarter of 2025 to the company that the company may face artificial intelligence restrictions early June.

Hood said: “We were hoping that we would be balanced by the end of the fourth quarter, but we saw some increasing demand, as I saw during the quarter.” “So we will be a little short, a little tight with our exit from the year.”

HOOD timing is interesting because Microsoft has canceled multiple rental contracts for the data center this year.

In February, the Investment Bank of TD Cowen published a Microsoft Memorandum The lease contracts were canceled multiple data center It is equal to “a few hundred megawatts” or the equivalent of two data centers. In the two months since then, there was numerous Reports From canceling the additional data center.

Microsoft says these two cases are not necessarily related. the Repeat the company today He is still committed to investment 80 billion dollars in data centers this year As it is originally dedicated at the beginning of this year. Half this number is for the US -based data centers.

Hood also added that the demand today and the demand tomorrow are not the same.

Hood said: “Just a reminder, these are very long decisions, from land to construction, it can be, as you know, the leading times from five to seven years, two to three years,” Hood said. “So we are constantly setting a budget and we are seeing demand curves.”

Satia Nadella, CEO of Microsoft, said at the top of the profit call, that the company opened data centers in 10 new countries and four new continents during the past quarter.