Microsoft expects some AI capacity constraints this quarter
1. Microsoft warns of potential AI service disruptions due to data center limitations. 2. CFO Amy Hood indicated AI could face capacity constraints as early as June. 3. Company cancelled multiple data center leases but remains committed to $80 billion investment. 4. Microsoft is experiencing higher-than-expected demand for its AI services. 5. CEO Satya Nadella noted new data centers opened across ten countries.