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Microsoft can't supply sufficient compute capacity to itself; they're in the news today for considering AWS for capacity.

• pjc50 4mo ago
  Well, that's really the final humiliation for Azure, isn't it.
  • hadrien01 4mo ago
    They're not the only ones, Anthropic and Google recently announced they'll be using xAI data centers, and I wouldn't be surprised if AWS also started to have capacity problems in the near future.