Here's an article from Oct 2025: "Microsoft’s data-center shortages to persist longer than expected - Bloomberg" https://ca.finance.yahoo.com/news/microsoft-d

Here's an article from Oct 2025: "Microsoft’s data-center shortages to persist longer than expected - Bloomberg" https://ca.finance.yahoo.com/news/microsoft-data-center-shortages-persist-200009619.html https://ca.finance.yahoo.com/news/microsoft-data-center-shor... Perhaps relevant tho. I would imagine if they could simply throw more hardware at it they would. And I wouldn't imagine inability to throw hardware at it would be due to software scaling issues. So perhaps it is simply lack of available hardware?