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Bloomberg: Microsoft CFO Amy Hood's 2024 Data Center Pause Now Blamed for Supply Crunch
A Bloomberg deep-dive (40+ insider interviews) reveals Microsoft CFO Amy Hood quietly paused data center development in late 2024 when she 'didn't like what she saw' in the numbers — a call that some insiders now blame for Microsoft's current capacity crunch and Azure growth bottleneck. Microsoft later restarted projects and doubled down on capex ($11.1B on data center leases in Q1 2026 alone), but the pause-then-sprint pattern shows even the largest AI spender has internal debates about demand materialization vs. building for speculation.
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