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Microsoft expects some AI capacity constraints this quarter

An executive cautioned during Microsoft’s earnings call on Wednesday that customers might face AI service disruptions as demand outstrips the company’s ability to bring data centers online. Microsoft’s EVP and CFO Amy Hood said during the company’s fiscal 2025 third-quarter earnings call that the company may face AI capacity constraints as early as June. “We … Read more

Blockchain’s true breakthrough lies in its constraints

Disclosure: The views and opinions expressed here belong solely to the author and do not represent the views and opinions of crypto.news’ editorial. Imagine a world where every country had its own internet—one for France, one for Japan, one for the U.S.—and none of them could talk to each other. Your emails wouldn’t be sent … Read more

South Korea’s mint has supply constraints

Gold bars arranged at the Korea Gold Exchange store in Seoul, South Korea. SeongJoon Cho | Bloomberg | Getty Images South Korea’s state-run mint is grappling with a gold bar shortage amid robust demand for the precious metal. The Korea Minting and Security Printing Corporation (KOMSCO), which is responsible for the production and distribution of … Read more

AMZN Q4 Call Highlights: $100B Capex, Logistics Shift, and Supply Constraints!

Amazon.com Inc., the world’s largest online retailer and a prominent cloud service provider, in its Q4 earnings call outlined a $100 billion capex plan for 2025, primarily focused on AI infrastructure for AWS, while noting that hardware supply constraints are currently limiting AWS’ AI-driven growth until late 2025. The company is making significant strides in … Read more

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