<ul><li>Microsoft cautioned about potential AI service disruptions due to capacity constraints as demand surpasses data center capabilities.</li><li>The company may face AI capacity constraints as early as June, remaining slightly short in meeting demand by the end of the fiscal year.</li><li>Reports indicate that Microsoft has canceled multiple data center leases this year, despite committing to investing $80 billion into data centers in 2025.</li><li>Microsoft emphasized that future demand for data centers can differ from current demands, as decisions related to data center expansions involve long lead times.</li></ul>

Microsoft expects some AI capacity constraints this quarter

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