[deathanatos]

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

[pjc50]

Well, that's really the final humiliation for Azure, isn't it.

[hadrien01]

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.