Microsoft faces $625B backlog bottleneck as AI infrastructure limits bite

Digitimes
Jan 29, 2026, 1:06 am201 ptsTrendingTop
Microsoft's latest financial results point to accelerating demand for AI and cloud infrastructure, with Intelligent Cloud growth approaching 30% year on year. The figures underline mounting pressure on data center capacity and capital spending, signaling continued tightness across the AI infrastructure supply…

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