capacity planning

  1. Microsoft-Nebius Deal: Azure Secures External AI Compute to Speed GPU Capacity

    Microsoft’s surprise agreement with Nebius to supply large blocks of AI compute to Azure marks a strategic pivot: rather than racing to open more hyperscale data centers itself, Microsoft is contracting external “neocloud” capacity to close short-term gaps in U.S. availability while it...
  2. Azure Latency Spike as Red Sea Cable Cuts Disrupt Global Cloud Traffic

    Microsoft has warned that users of its Azure cloud may see higher-than-normal latency and intermittent disruptions after multiple undersea fiber-optic cables in the Red Sea were cut, forcing traffic onto longer alternate routes while repair work and global rerouting continue. (reuters.com)...
  3. Sydney Zoo Unifies Data with Microsoft Fabric Lakehouse for Real-Time Analytics

    Sydney Zoo’s IT team has quietly turned a zoo‑wide data tangle into a single analytics surface, adopting Microsoft Fabric to consolidate multiple siloed databases, ingest real‑time operational telemetry and build semantic models that drive business reporting, visitor analytics and future CRM...
  4. Azure East US Capacity Shortfall Reveals Cloud Elasticity Limits in 2025

    On July 29, 2025, a sudden capacity shortfall in Microsoft Azure’s East US region prevented many customers from creating or starting virtual machines — an event that exposed a blunt reality: public cloud elasticity has practical, physical limits, and “infinite” capacity is a marketing...
  5. Sure Launches Azure Stack Hub in Channel Islands for Local Hybrid Cloud

    Sure’s Channel Islands arm has begun offering Microsoft’s Azure Stack Hub as a managed, on‑island hybrid‑cloud service, positioning a locally hosted, Azure‑consistent platform behind 24/7 island support and ISO‑backed controls for customers that must keep data within Channel Islands...
  6. Sure Launches Azure Stack Hub in Channel Islands for Local Hybrid Cloud

    Sure’s Channel Islands data-centre arm has added Microsoft’s Azure Stack Hub to its managed portfolio, giving local organisations the ability to run Azure-consistent infrastructure-as-a-service workloads inside on-island facilities while keeping data, compliance controls and support physically...
  7. Microsoft Faces AI Capacity Constraints Amid Surging Demand and Data Center Challenges

    Microsoft's recent quarterly earnings call signaled a significant moment for the future of artificial intelligence services and infrastructure. As global demand for advanced AI models continues to surge, Microsoft—a company long considered at the center of the AI revolution—has openly...
  8. Microsoft Cancels 200MW AI Data Center Leases: Strategic Shift Explained

    Microsoft’s aggressive expansion into AI and cloud services has taken an intriguing turn. According to a recent report from DatacenterDynamics—based on TD Cowen channel checks—the tech giant has canceled data center leasing agreements totaling roughly 200 megawatts (MW) of capacity. This move...