Microsoft, despite investing a record $190 billion in AI infrastructure in 2026, faces a computing capacity shortage as of July 29, 2026. The company is reportedly seeking computational resources from competitors Google and Amazon while prioritizing Azure clients over its own M365 Copilot product.
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Microsoft's $190 billion AI capex year isn't buying enough compute, and executives are asking why CEO Satya Nadella's allocation puts Azure tenants like Adobe ahead of M365 Copilot. CFO Amy Hood told investors first-party apps get GPUs first and Azure customers get the remainder. Business Insider reports Microsoft is now shopping Amazon and Google for capacity after GitHub outages, with the stock
Microsoft is spending a record $190 billion on AI infrastructure this year, yet it is still short on computing capacity. A Business Insider report says the company is now evaluating Amazon and Google for extra cloud capacity, after Amazon helped during GitHub outages. Inside Microsoft, CFO Amy Hood's compute pecking order puts Copilot first and Azure customers last, and executives say that message