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Microsoft expects cloud capacity constraints to remain in 1H25
The Fly

Microsoft expects cloud capacity constraints to remain in 1H25

Expects Azure growth to accelerate in 2H25. Says cloud and AI spend “nearly all” of CapEx. Says half of CapEx is data centers, half is servers.

Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>

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