Microsoft is so constrained on computing capacity that it is shopping its rivals for it, according to a Business Insider investigation published Sunday.
The rival-cloud detail
The company is "seeking additional cloud capacity from other providers, including evaluating Amazon and Google." It had previously explored leasing Oracle infrastructure and backed away over security and compliance concerns. One episode is already concluded rather than exploratory: after a run of GitHub outages, the reporting says, Amazon bailed Microsoft out.
Who gets the GPUs first
Allocation runs inside-out. Chief financial officer Amy Hood has described solving first for usage growth in M365 Copilot and GitHub Copilot, with Azure customers taking what remains. Had first-half GPUs gone to Azure instead, she said, Azure growth would have exceeded 40% rather than the reported 39%. Azure booked $75 billion of revenue in fiscal 2025.
Evaluating is not leasing
Several write-ups have already upgraded this to Microsoft leasing capacity from Amazon and Google. The reporting says seeking and evaluating. No agreement with either has been described, and the only completed rescue named is Amazon's, for GitHub.
Old quote, new context
The Hood remarks and the 39%-versus-40% counterfactual come from earlier earnings disclosures, not from a fresh admission. What is new is the rival-cloud shopping, the GitHub episode, and the internal austerity around it — stricter performance reviews and instructions to cut senior engineering roles.
The number that frames it
All of this is happening during a $190 billion capital-spending year, the largest in the company's history, while the stock is down more than 24% over twelve months — the weakest of the megacap group.