I would think that additional capacity can be built out to accommodate demand at a rate that still stays profitable after the usage spike. Not that they’re immediately building new data centers, but adding capacity to existing.
Just if Microsoft moved internal usage to underused data centers somewhere on earth they could create more capacity for NA, EU, Asia.
One of the upsides of cloud is that it’s so much easier to meet demand, even as a provider.
I don’t have access to component prices, but I guess they are buying like crazy (aws and gcp too I guess).
Adding capacity how? PC supply chains are drained - they were impacted by the COVID shutdowns in China a few months ago, and extra demands are in place now:
While I have no inside information, I have to imagine that these same shortages have affected data center hardware too, and that it's much more difficult/expensive to add capacity at the moment compared to, say, last December.
Just if Microsoft moved internal usage to underused data centers somewhere on earth they could create more capacity for NA, EU, Asia.
One of the upsides of cloud is that it’s so much easier to meet demand, even as a provider.
I don’t have access to component prices, but I guess they are buying like crazy (aws and gcp too I guess).