Azure capacity limits will stretch into 2026

For Microsoft customers, the immediate effect is practical: some new Azure subscriptions may be harder to provision in key U.S. regions, and the constraint is expected to last well into 2026. The broader signal is that record AI infrastructure spending is not eliminating near-term supply pressure inside Azure, which matters for any streaming workload built on Microsoft cloud capacity. The specific watch item is whether the company’s U.S. regional capacity limits ease before 2026, since the article says the crunch is still forecast to persist into that year.