Even $190 Billion Annual CapEx Not Enough: Microsoft Faces Overall Computing Power Shortage
Although Microsoft has adjusted its capital expenditure budget for the 2026 calendar year to $190 billion, its overall computing power demand still significantly exceeds supply. Microsoft's own computing power can only meet the needs of its internal first-party business and cutting-edge AI labs, resulting in Azure being unable to obtain all the required resources, thereby suppressing cloud service growth. Microsoft is seeking additional computing power from external suppliers, having already purchased additional AWS cloud services for GitHub, and once considered renting Oracle cloud infrastructure but abandoned the plan due to security and compliance concerns.
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