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Microsoft CFO Amy Hood acknowledged that surging AI demand has left Azure "short on capacity," likely limiting cloud revenue growth despite the company's strong first-quarter results and record $77.7 billion in revenue.

The surge in AI workloads has ignited a rush for infrastructure. From hyperscale data centers packed with GPUs to specialized cloud platforms for model training and inference, the AI infrastructure market is now one of the most booming sectors in the tech landscape.

Microsoft is improving the landscape of cloud computing with the introduction of Azure Boost. It is a new hardware upgrade from Microsoft, designed to elevate virtual machine performance on the Azure cloud platform. In a recent announcement, the tech giant ...

Microsoft has confirmed that an outage of its Azure cloud computing service resulted in numerous services being knocked offline around the world.

The move comes just days after Microsoft launched Windows Azure as a paid service after months in beta and trials. Azure is Microsoft's cloud platform built to rival the likes of Google and Amazon, dominant players in the emerging cloud computing game.

Microsoft's Azure cloud service providers suffered a major outage ... which it said occurred at the heart of its cloud computing operations in North Virginia. In an update on its status page, AWS said the “underlying DNS issue has been fully mitigated ...

Beyond the headline numbers, investors focus heavily on growth for Microsoft's Azure cloud-computing business — and that came up short this time around. Microsoft reported 31% growth for Azure in constant currency. Analysts tracked by FactSet had been ...