{"@context":"https://schema.org","@type":"NewsArticle","generatedAt":"2026-07-28T06:20:51.496Z","headline":"全年1900亿美元资本支出仍不够：消息称微软面临整体算力吃紧","description":"尽管微软将2026自然年资本支出预算调整至1900亿美元，其整体算力需求仍显著超过供应。微软自有算力仅能满足内部第一方业务和前沿AI实验室需求，导致Azure无法获得全部所需资源，云服务增长受抑制。微软正从外部供应商寻求额外算力，已为GitHub加购AWS云服务，曾考虑租用Oracle云基础设施但因安全合规担忧放弃。","url":"https://www.aioga.com/news/cms2vb98404x3ro3ftsjstwo4/","mainEntityOfPage":"https://www.aioga.com/news/cms2vb98404x3ro3ftsjstwo4/","datePublished":"2026-07-27T05:55:09.000Z","dateModified":"2026-07-27T05:55:09.000Z","inLanguage":"zh-CN","publisher":{"@type":"NewsMediaOrganization","name":"Aioga","url":"https://www.aioga.com"},"citation":["https://www.ithome.com/0/981/996.htm","https://aihot.virxact.com/items/cms2vb98404x3ro3ftsjstwo4"],"canonicalUrl":"https://www.aioga.com/news/cms2vb98404x3ro3ftsjstwo4/","directAnswer":{"@type":"Answer","text":"Aioga 编辑摘要：尽管微软将2026自然年资本支出预算调整至1900亿美元，其整体算力需求仍显著超过供应。 Aioga 将其归入「行业动态」方向，重点关注它对真实使用和行业竞争的影响。","url":"https://www.aioga.com/news/cms2vb98404x3ro3ftsjstwo4/","dateCreated":"2026-07-27T05:55:09.000Z","author":{"@type":"Organization","@id":"https://www.aioga.com/authors/aioga-editorial/#editorial-team","name":"Aioga Editorial Team","url":"https://www.aioga.com/authors/aioga-editorial/"}},"evidence":[{"@type":"CreativeWork","name":"IT之家 source article","url":"https://www.ithome.com/0/981/996.htm","datePublished":"2026-07-27T05:55:09.000Z","provider":{"@type":"Organization","name":"IT之家","url":"https://www.ithome.com/0/981/996.htm"}},{"@type":"CreativeWork","name":"AIHot archive record","url":"https://aihot.virxact.com/items/cms2vb98404x3ro3ftsjstwo4","datePublished":"2026-07-27T05:55:09.000Z","provider":{"@type":"Organization","name":"AIHot","url":"https://aihot.virxact.com/items/cms2vb98404x3ro3ftsjstwo4"}}],"aggregationSource":"IT之家（RSS）","originalPublisher":{"name":"IT之家","url":"https://www.ithome.com/0/981/996.htm"},"article":{"id":"cms2vb98404x3ro3ftsjstwo4","slug":"cms2vb98404x3ro3ftsjstwo4","url":"https://www.aioga.com/news/cms2vb98404x3ro3ftsjstwo4/","title":"全年1900亿美元资本支出仍不够：消息称微软面临整体算力吃紧","title_en":"全年 1900 亿美元资本支出预算仍不够：消息称微软面临整体算力吃紧","summary":"尽管微软将2026自然年资本支出预算调整至1900亿美元，其整体算力需求仍显著超过供应。微软自有算力仅能满足内部第一方业务和前沿AI实验室需求，导致Azure无法获得全部所需资源，云服务增长受抑制。微软正从外部供应商寻求额外算力，已为GitHub加购AWS云服务，曾考虑租用Oracle云基础设施但因安全合规担忧放弃。","source":"IT之家（RSS）","sourceUrl":"https://www.ithome.com/0/981/996.htm","aiHotUrl":"https://aihot.virxact.com/items/cms2vb98404x3ro3ftsjstwo4","publishedAt":"2026-07-27T05:55:09.000Z","category":"行业动态","score":52,"selected":false,"articleBody":["IT之家：https://www.ithome.com/ 7 月 27 日消息，据外媒 Business Insider 报道，尽管 Microsoft（微软）正在大力投资人工智能基础设施并将 2026 自然年的资本支出预算调整至 1900 亿美元，但 其整体算力需求仍显著超过供应 。","有高管表示， 微软的自有算力资源“仅能”满足内部第一方业务和前沿人工智能实验室的需求 ，这导致对外提供云算力的 Azure 无法获得其所需的全部资源， 使得微软云服务业务的增长受到抑制 。","在此背景下， 微软正积极从外部供应商处寻求额外算力 ，以解当前燃眉之急。该企业此前已为开发者平台 GitHub 加购亚马逊 AWS 云服务；也曾考虑租用 Oracle 的云基础设施，不过这一努力最终因安全与合规上的担忧被放弃。"],"articleImages":[{"sourceUrl":"https://img.ithome.com/newsuploadfiles/2026/7/9a16d772-5177-40c9-a9d7-a171ab69d685.jpg@s_2,w_820,h_547","alt":"","afterParagraph":0,"url":"/media/articles/cms2vb98404x3ro3ftsjstwo4/667cbc49a5617b58.jpg"}],"mediaStatus":"ok","articleBodyZh":[],"translationStatus":"","bodyOrigin":"source-page","editorial":{"summary":"Aioga 编辑摘要：尽管微软将2026自然年资本支出预算调整至1900亿美元，其整体算力需求仍显著超过供应。 Aioga 将其归入「行业动态」方向，重点关注它对真实使用和行业竞争的影响。","background":"背景分析：公司与行业类动态需要放在竞争格局、商业化路径、资本信号和监管环境中观察，单条公告不能代表最终结果。","viewpoint":"Aioga 判断：这条动态更适合作为行业观察信号，当前信息足以建立线索，但不足以推导长期结论。","implications":"影响分析：对相关团队而言，短期应先核对来源、可用范围和实际成本，再判断是否值得接入或跟进。","nextStep":"后续观察：继续观察官方文件、合作落地、收入或用户信号、竞品动作和监管后续。","evidenceRefs":["title","summary","articleBody"],"confidence":"medium","status":"published","aiGenerated":false,"autoApproved":true,"generatedBy":"rule-safe-fallback","generatedAt":"2026-07-28T06:29:10.476Z","sourceHash":"ef60abeb77282040","validation":{"passed":true,"mode":"rule-safe-fallback","checks":["schema","length","source-attribution","no-html"]}},"tags":["行业动态","IT之家（RSS）"],"translations":{"zh-CN":{"title":"全年1900亿美元资本支出仍不够：消息称微软面临整体算力吃紧","summary":"尽管微软将2026自然年资本支出预算调整至1900亿美元，其整体算力需求仍显著超过供应。微软自有算力仅能满足内部第一方业务和前沿AI实验室需求，导致Azure无法获得全部所需资源，云服务增长受抑制。微软正从外部供应商寻求额外算力，已为GitHub加购AWS云服务，曾考虑租用Oracle云基础设施但因安全合规担忧放弃。","category":"行业动态","source":"IT之家","aggregationSource":"IT之家（RSS）","pageTitle":"全年1900亿美元资本支出仍不够：消息称微软面临整体算力吃紧 - Aioga AI资讯","description":"尽管微软将2026自然年资本支出预算调整至1900亿美元，其整体算力需求仍显著超过供应。微软自有算力仅能满足内部第一方业务和前沿AI实验室需求，导致Azure无法获得全部所需资源，云服务增长受抑制。微软正从外部供应商寻求额外算力，已为GitHub加购AWS云服务，曾考虑租用Oracle云基础设施但因安全合规担忧放弃。","url":"https://www.aioga.com/news/cms2vb98404x3ro3ftsjstwo4/"},"en":{"title":"Even $190 billion in annual capital expenditure is not enough: reports say Microsoft is facing overall computing power constraints","summary":"Although Microsoft has adjusted its capital expenditure budget for the 2026 calendar year to $190 billion, its overall computing power demand still significantly exceeds supply. Microsoft's own computing power can only meet the needs of its internal first-party businesses and advanced AI labs, resulting in Azure not obtaining all the required resources and suppressing cloud service growth. Microsoft is seeking additional computing power from external suppliers and has purchased extra AWS cloud services for GitHub. It had considered renting Oracle cloud infrastructure but abandoned the plan due to security and compliance concerns.","category":"Industry","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Even $190 billion in annual capital expenditure is not enough: reports say Microsoft is facing overall computing power constraints - Aioga AI News","description":"Although Microsoft has adjusted its capital expenditure budget for the 2026 calendar year to $190 billion, its overall computing power demand still significantly exceeds supply. Mi...","url":"https://www.aioga.com/en/news/cms2vb98404x3ro3ftsjstwo4/","contentTranslated":true,"sourceHash":"09aeee742c107841","translatedAt":"2026-07-27T07:42:53.358Z"},"ja":{"title":"年間1900億ドルの資本支出でもまだ不十分：報道によればマイクロソフトは全体の計算能力の逼迫に直面","summary":"マイクロソフトは2026年の会計年度の資本支出予算を1900億ドルに調整したにもかかわらず、全体的な計算能力の需要は依然として供給を大きく上回っている。マイクロソフト自身の計算能力では内部の第一者業務や最先端AIラボの需要しか満たせず、その結果Azureは必要な全てのリソースを確保できず、クラウドサービスの成長が抑制されている。マイクロソフトは外部の供給元から追加の計算能力を求めており、GitHubのためにAWSクラウドサービスの追加購入を行い、Oracleクラウドインフラのレンタルも検討したが、セキュリティとコンプライアンスの懸念から断念した。","category":"業界動向","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"年間1900億ドルの資本支出でもまだ不十分：報道によればマイクロソフトは全体の計算能力の逼迫に直面 - Aioga AIニュース","description":"マイクロソフトは2026年の会計年度の資本支出予算を1900億ドルに調整したにもかかわらず、全体的な計算能力の需要は依然として供給を大きく上回っている。マイクロソフト自身の計算能力では内部の第一者業務や最先端AIラボの需要しか満たせず、その結果Azureは必要な全てのリソースを確保できず、クラウドサービスの成長が抑制されている。マイクロソフトは外部の供給元か...","url":"https://www.aioga.com/ja/news/cms2vb98404x3ro3ftsjstwo4/","contentTranslated":true,"sourceHash":"09aeee742c107841","translatedAt":"2026-07-27T07:43:00.290Z"},"ko":{"title":"연간 1900억 달러의 자본 지출도 여전히 부족: 소식에 따르면 마이크로소프트가 전체 연산 능력 부족에 직면","summary":"비록 마이크로소프트가 2026 회계연도 자본 지출 예산을 1,900억 달러로 조정했음에도 불구하고, 전체 계산 능력 수요는 여전히 공급을 크게 초과하고 있다. 마이크로소프트 자체 계산 능력으로는 내부 1차 사업과 첨단 AI 연구소의 수요만 충족할 수 있어, Azure가 필요한 모든 자원을 확보할 수 없고 클라우드 서비스 성장도 제약을 받고 있다. 마이크로소프트는 외부 공급업체에서 추가 계산 능력을 확보하고자 하며, GitHub를 위해 AWS 클라우드 서비스를 추가 구매했으며, 보안 및 규제 준수 우려로 인해 Oracle 클라우드 인프라를 임대하는 방안은 포기한 적이 있다.","category":"업계 동향","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"연간 1900억 달러의 자본 지출도 여전히 부족: 소식에 따르면 마이크로소프트가 전체 연산 능력 부족에 직면 - Aioga AI 뉴스","description":"비록 마이크로소프트가 2026 회계연도 자본 지출 예산을 1,900억 달러로 조정했음에도 불구하고, 전체 계산 능력 수요는 여전히 공급을 크게 초과하고 있다. 마이크로소프트 자체 계산 능력으로는 내부 1차 사업과 첨단 AI 연구소의 수요만 충족할 수 있어, Azure가 필요한 모든 자원을 확보할 수 없고 클라우드 서비스...","url":"https://www.aioga.com/ko/news/cms2vb98404x3ro3ftsjstwo4/","contentTranslated":true,"sourceHash":"09aeee742c107841","translatedAt":"2026-07-27T07:43:48.928Z"},"es":{"title":"Un gasto de capital anual de 190.000 millones de dólares aún no es suficiente: se informa que Microsoft enfrenta una escasez general de capacidad de cálculo","summary":"A pesar de que Microsoft ajustó su presupuesto de gastos de capital para el año natural 2026 a 190.000 millones de dólares, la demanda general de capacidad informática sigue superando significativamente la oferta. La capacidad informática propia de Microsoft solo puede satisfacer las necesidades de sus negocios internos de primera parte y de los laboratorios de IA avanzada, lo que provoca que Azure no pueda obtener todos los recursos necesarios, limitando el crecimiento de los servicios en la nube. Microsoft está buscando capacidad informática adicional de proveedores externos, ya ha adquirido servicios en la nube de AWS para GitHub, y había considerado alquilar la infraestructura en la nube de Oracle, pero lo descartó debido a preocupaciones de seguridad y cumplimiento.","category":"Industria","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Un gasto de capital anual de 190.000 millones de dólares aún no es suficiente: se informa que Microsoft enfrenta una escasez general de capacidad de cálculo - Aioga Noticias de IA","description":"A pesar de que Microsoft ajustó su presupuesto de gastos de capital para el año natural 2026 a 190.000 millones de dólares, la demanda general de capacidad informática sigue supera...","url":"https://www.aioga.com/es/news/cms2vb98404x3ro3ftsjstwo4/","contentTranslated":true,"sourceHash":"09aeee742c107841","translatedAt":"2026-07-27T07:43:51.824Z"},"fr":{"title":"Dépenses en capital annuelles de 190 milliards de dollars encore insuffisantes : des sources indiquent que Microsoft fait face à une pénurie globale de puissance de calcul","summary":"Bien que Microsoft ait ajusté son budget de dépenses en capital pour l'année civile 2026 à 190 milliards de dollars, la demande globale en puissance de calcul dépasse toujours largement l'offre. La puissance de calcul détenue par Microsoft ne peut satisfaire que les besoins de ses activités internes de première partie et de ses laboratoires d'IA avancée, ce qui empêche Azure d'obtenir toutes les ressources nécessaires, freinant ainsi la croissance des services cloud. Microsoft cherche à obtenir une puissance de calcul supplémentaire auprès de fournisseurs externes, ayant déjà acheté des services cloud AWS pour GitHub et ayant envisagé de louer l'infrastructure cloud d'Oracle, mais a abandonné cette option en raison de préoccupations liées à la sécurité et à la conformité.","category":"Industrie","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Dépenses en capital annuelles de 190 milliards de dollars encore insuffisantes : des sources indiquent que Microsoft fait face à une pénurie globale de puissance de calcul - Aioga Actualités IA","description":"Bien que Microsoft ait ajusté son budget de dépenses en capital pour l'année civile 2026 à 190 milliards de dollars, la demande globale en puissance de calcul dépasse toujours larg...","url":"https://www.aioga.com/fr/news/cms2vb98404x3ro3ftsjstwo4/","contentTranslated":true,"sourceHash":"09aeee742c107841","translatedAt":"2026-07-27T07:44:40.503Z"},"de":{"title":"Die jährlichen Investitionen von 190 Milliarden US-Dollar reichen immer noch nicht aus: Berichten zufolge steht Microsoft vor einem allgemeinen Engpass bei der Rechenleistung","summary":"Obwohl Microsoft sein Kapitalausgabenbudget für das Kalenderjahr 2026 auf 190 Milliarden US-Dollar angepasst hat, übersteigt der gesamte Rechenleistungsbedarf weiterhin deutlich das Angebot. Die eigene Rechenleistung von Microsoft kann nur die Bedürfnisse der internen First-Party-Geschäfte und der führenden AI-Labore decken, was dazu führt, dass Azure nicht alle benötigten Ressourcen erhält und das Wachstum der Cloud-Dienste gehemmt wird. Microsoft sucht zusätzliche Rechenleistung bei externen Anbietern und hat bereits zusätzliche AWS-Cloud-Dienste für GitHub erworben. Man hatte erwogen, Oracle-Cloud-Infrastruktur zu mieten, aber aufgrund von Sicherheits- und Compliance-Bedenken darauf verzichtet.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Die jährlichen Investitionen von 190 Milliarden US-Dollar reichen immer noch nicht aus: Berichten zufolge steht Microsoft vor einem allgemeinen Engpass bei der Rechenleistung - Aioga KI-News","description":"Obwohl Microsoft sein Kapitalausgabenbudget für das Kalenderjahr 2026 auf 190 Milliarden US-Dollar angepasst hat, übersteigt der gesamte Rechenleistungsbedarf weiterhin deutlich da...","url":"https://www.aioga.com/de/news/cms2vb98404x3ro3ftsjstwo4/","contentTranslated":true,"sourceHash":"09aeee742c107841","translatedAt":"2026-07-27T07:44:41.457Z"},"pt-BR":{"title":"Gastos de capital de US$ 190 bilhões por ano ainda não são suficientes: fontes afirmam que a Microsoft enfrenta escassez geral de poder de computação","summary":"Apesar da Microsoft ter ajustado o orçamento de despesas de capital para o ano civil de 2026 para US$ 190 bilhões, a demanda geral por capacidade de computação ainda supera significativamente a oferta. A capacidade de computação própria da Microsoft só consegue atender às necessidades de seus negócios de primeira linha e laboratórios avançados de IA, fazendo com que o Azure não obtenha todos os recursos necessários, limitando o crescimento dos serviços em nuvem. A Microsoft está buscando capacidade adicional de fornecedores externos, já adquiriu serviços em nuvem da AWS para o GitHub e chegou a considerar alugar a infraestrutura de nuvem da Oracle, mas desistiu devido a preocupações com segurança e conformidade.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Gastos de capital de US$ 190 bilhões por ano ainda não são suficientes: fontes afirmam que a Microsoft enfrenta escassez geral de poder de computação - Aioga Notícias de IA","description":"Apesar da Microsoft ter ajustado o orçamento de despesas de capital para o ano civil de 2026 para US$ 190 bilhões, a demanda geral por capacidade de computação ainda supera signifi...","url":"https://www.aioga.com/pt-BR/news/cms2vb98404x3ro3ftsjstwo4/","contentTranslated":true,"sourceHash":"09aeee742c107841","translatedAt":"2026-07-27T07:45:24.918Z"},"ru":{"title":"Годовые капитальные расходы в размере 190 миллиардов долларов всё ещё недостаточны: по сообщениям, Microsoft сталкивается с нехваткой общей вычислительной мощности","summary":"Несмотря на то, что Microsoft скорректировала бюджет капитальных затрат на 2026 финансовый год до 190 миллиардов долларов, общий спрос на вычислительные мощности по-прежнему значительно превышает предложение. Собственные вычислительные мощности Microsoft могут удовлетворить только потребности внутренних первых сторонних бизнесов и передовых AI-лабораторий, что приводит к тому, что Azure не может получить все необходимые ресурсы, и рост облачных сервисов сдерживается. Microsoft ищет дополнительные вычислительные мощности у внешних поставщиков, уже приобрела у AWS облачные услуги для GitHub, рассматривала возможность аренды инфраструктуры Oracle Cloud, но отказалась от этого из-за опасений по поводу безопасности и соблюдения нормативных требований.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Годовые капитальные расходы в размере 190 миллиардов долларов всё ещё недостаточны: по сообщениям, Microsoft сталкивается с нехваткой общей вычислительной мощности - Aioga Новости ИИ","description":"Несмотря на то, что Microsoft скорректировала бюджет капитальных затрат на 2026 финансовый год до 190 миллиардов долларов, общий спрос на вычислительные мощности по-прежнему значит...","url":"https://www.aioga.com/ru/news/cms2vb98404x3ro3ftsjstwo4/","contentTranslated":true,"sourceHash":"09aeee742c107841","translatedAt":"2026-07-27T07:45:24.833Z"},"ar":{"title":"الإنفاق الرأسمالي السنوي البالغ 190 مليار دولار لا يزال غير كافٍ: تقارير تفيد بأن مايكروسوفت تواجه ضغوطاً على القدرة الحسابية الشاملة","summary":"على الرغم من أن مايكروسوفت قامت بتعديل ميزانية الإنفاق الرأسمالي للعام الطبيعي 2026 لتصل إلى 190 مليار دولار، إلا أن الطلب الإجمالي على القدرة الحاسوبية لا يزال يفوق العرض بشكل كبير. القدرة الحاسوبية الخاصة بمايكروسوفت تكفي فقط لتلبية احتياجات الأعمال الداخلية من الطرف الأول ومختبرات الذكاء الاصطناعي المتقدمة، مما يؤدي إلى عدم حصول Azure على جميع الموارد المطلوبة، وبالتالي يتم كبح نمو خدمات السحابة. تسعى مايكروسوفت للحصول على قدرة حاسوبية إضافية من الموردين الخارجيين، وقد قامت بشراء خدمات سحابة AWS إضافية لـ GitHub، وكانت قد فكرت في استئجار بنية تحتية سحابية من Oracle لكنها تخلت عن الفكرة بسبب مخاوف تتعلق بالسلامة والامتثال.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"الإنفاق الرأسمالي السنوي البالغ 190 مليار دولار لا يزال غير كافٍ: تقارير تفيد بأن مايكروسوفت تواجه ضغوطاً على القدرة الحسابية الشاملة - Aioga أخبار الذكاء الاصطناعي","description":"على الرغم من أن مايكروسوفت قامت بتعديل ميزانية الإنفاق الرأسمالي للعام الطبيعي 2026 لتصل إلى 190 مليار دولار، إلا أن الطلب الإجمالي على القدرة الحاسوبية لا يزال يفوق العرض بشكل كبي...","url":"https://www.aioga.com/ar/news/cms2vb98404x3ro3ftsjstwo4/","contentTranslated":true,"sourceHash":"09aeee742c107841","translatedAt":"2026-07-27T07:46:18.452Z"},"hi":{"title":"पूरे साल 1900亿美元 का पूंजी व्यय भी पर्याप्त नहीं: समाचार में कहा गया कि माइक्रोसॉफ्ट समग्र गणना शक्ति की कमी का सामना कर रहा है","summary":"हालाँकि माइक्रोसॉफ्ट ने 2026 के प्राकृतिक वर्ष के पूंजी व्यय बजट को 1900 अरब डॉलर तक समायोजित किया है, उसकी कुल कंप्यूटिंग शक्ति की मांग अभी भी आपूर्ति से काफी अधिक है। माइक्रोसॉफ्ट की अपनी कंप्यूटिंग शक्ति केवल आंतरिक पहले-पक्ष व्यवसाय और उन्नत एआई प्रयोगशालाओं की आवश्यकताओं को पूरा कर सकती है, जिससे Azure को आवश्यक सभी संसाधन उपलब्ध नहीं हो पाते हैं और क्लाउड सेवा की वृद्धि पर असर पड़ता है। माइक्रोसॉफ्ट अतिरिक्त कंप्यूटिंग शक्ति के लिए बाहरी प्रदाताओं की ओर देख रहा है, GitHub के लिए अतिरिक्त AWS क्लाउड सेवाएँ खरीदी हैं, और सुरक्षा अनुपालन की चिंताओं के कारण Oracle क्लाउड इंफ्रास्ट्रक्चर को किराए पर लेने का विचार छोड़ दिया।","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"पूरे साल 1900亿美元 का पूंजी व्यय भी पर्याप्त नहीं: समाचार में कहा गया कि माइक्रोसॉफ्ट समग्र गणना शक्ति की कमी का सामना कर रहा है - Aioga AI समाचार","description":"हालाँकि माइक्रोसॉफ्ट ने 2026 के प्राकृतिक वर्ष के पूंजी व्यय बजट को 1900 अरब डॉलर तक समायोजित किया है, उसकी कुल कंप्यूटिंग शक्ति की मांग अभी भी आपूर्ति से काफी अधिक है। माइक्रोसॉफ्...","url":"https://www.aioga.com/hi/news/cms2vb98404x3ro3ftsjstwo4/","contentTranslated":true,"sourceHash":"09aeee742c107841","translatedAt":"2026-07-27T07:46:16.516Z"},"it":{"title":"Spese in conto capitale annuali di 190 miliardi di dollari ancora insufficienti: secondo le notizie, Microsoft affronta una carenza complessiva di potenza di calcolo","summary":"Nonostante Microsoft abbia adeguato il budget per la spesa in conto capitale per l'anno naturale 2026 a 190 miliardi di dollari, la domanda complessiva di capacità di calcolo rimane significativamente superiore all'offerta. La capacità di calcolo interna di Microsoft può soddisfare solo le esigenze dei propri servizi interni e dei laboratori di intelligenza artificiale all'avanguardia, il che impedisce ad Azure di ottenere tutte le risorse necessarie, limitando la crescita dei servizi cloud. Microsoft sta cercando capacità di calcolo aggiuntiva da fornitori esterni, ha acquistato servizi cloud AWS aggiuntivi per GitHub e aveva considerato di noleggiare infrastrutture cloud Oracle, ma ha rinunciato a causa di preoccupazioni legate alla sicurezza e alla conformità.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Spese in conto capitale annuali di 190 miliardi di dollari ancora insufficienti: secondo le notizie, Microsoft affronta una carenza complessiva di potenza di calcolo - Aioga Notizie IA","description":"Nonostante Microsoft abbia adeguato il budget per la spesa in conto capitale per l'anno naturale 2026 a 190 miliardi di dollari, la domanda complessiva di capacità di calcolo riman...","url":"https://www.aioga.com/it/news/cms2vb98404x3ro3ftsjstwo4/","contentTranslated":true,"sourceHash":"09aeee742c107841","translatedAt":"2026-07-27T07:47:08.357Z"},"nl":{"title":"Het jaarlijkse kapitaaluitgaven van 190 miljard dollar is nog steeds niet genoeg: berichten zeggen dat Microsoft te maken heeft met een algemene tekort aan rekenkracht","summary":"Ondanks dat Microsoft het kapitaaluitgavenbudget voor het kalenderjaar 2026 heeft bijgesteld naar 190 miljard dollar, blijft de totale vraag naar rekenkracht significant hoger dan het aanbod. De eigen rekenkracht van Microsoft kan alleen voldoen aan de behoeften van interne first-party activiteiten en geavanceerde AI-laboratoria, waardoor Azure niet alle benodigde middelen kan verkrijgen en de groei van clouddiensten wordt geremd. Microsoft zoekt aanvullende rekenkracht bij externe leveranciers en heeft extra AWS-cloudservices aangeschaft voor GitHub, en overwoog het leasen van Oracle-cloudinfrastructuur, maar dit werd vanwege zorgen over veiligheid en naleving afgewezen.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Het jaarlijkse kapitaaluitgaven van 190 miljard dollar is nog steeds niet genoeg: berichten zeggen dat Microsoft te maken heeft met een algemene tekort aan rekenkracht - Aioga AI-nieuws","description":"Ondanks dat Microsoft het kapitaaluitgavenbudget voor het kalenderjaar 2026 heeft bijgesteld naar 190 miljard dollar, blijft de totale vraag naar rekenkracht significant hoger dan...","url":"https://www.aioga.com/nl/news/cms2vb98404x3ro3ftsjstwo4/","contentTranslated":true,"sourceHash":"09aeee742c107841","translatedAt":"2026-07-27T07:47:09.794Z"},"tr":{"title":"Yıllık 190 milyar dolarlık sermaye harcaması hâlâ yeterli değil: Haberler, Microsoft'un genel hesaplama kapasitesi sıkıntısı yaşadığını bildiriyor","summary":"Microsoft, 2026 mali yılı sermaye harcaması bütçesini 190 milyar dolara yükseltmesine rağmen, toplam hesaplama gücü talebi hâlâ arzı önemli ölçüde aşıyor. Microsoft'un kendi hesaplama gücü yalnızca iç birinci taraf işlerini ve ileri AI laboratuvarı ihtiyaçlarını karşılayabiliyor, bu da Azure'ın ihtiyaç duyduğu tüm kaynakları elde etmesini engelliyor ve bulut hizmetleri büyümesini sınırlıyor. Microsoft, ek hesaplama gücü için dış tedarikçilere yöneliyor, GitHub için AWS bulut hizmetleri satın almış ve Oracle bulut altyapısını kiralamayı düşünmüş, ancak güvenlik ve uyum endişeleri nedeniyle vazgeçmişti.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Yıllık 190 milyar dolarlık sermaye harcaması hâlâ yeterli değil: Haberler, Microsoft'un genel hesaplama kapasitesi sıkıntısı yaşadığını bildiriyor - Aioga AI Haberleri","description":"Microsoft, 2026 mali yılı sermaye harcaması bütçesini 190 milyar dolara yükseltmesine rağmen, toplam hesaplama gücü talebi hâlâ arzı önemli ölçüde aşıyor. Microsoft'un kendi hesapl...","url":"https://www.aioga.com/tr/news/cms2vb98404x3ro3ftsjstwo4/","contentTranslated":true,"sourceHash":"09aeee742c107841","translatedAt":"2026-07-27T07:47:57.849Z"},"vi":{"title":"Chi tiêu vốn cả năm 190 tỷ USD vẫn không đủ: Nguồn tin cho biết Microsoft đang đối mặt với tình trạng thiếu hụt năng lực tính toán tổng thể","summary":"Mặc dù Microsoft đã điều chỉnh ngân sách chi tiêu vốn cho năm tài chính tự nhiên 2026 lên 190 tỷ USD, nhu cầu về tổng khả năng tính toán của công ty vẫn vượt xa nguồn cung. Khả năng tính toán nội bộ của Microsoft chỉ đủ đáp ứng nhu cầu của các doanh nghiệp nội bộ và các phòng thí nghiệm AI tiên tiến, dẫn đến việc Azure không thể có được toàn bộ nguồn lực cần thiết, làm hạn chế sự tăng trưởng của dịch vụ đám mây. Microsoft đang tìm kiếm thêm khả năng tính toán từ các nhà cung cấp bên ngoài, đã mua thêm dịch vụ đám mây AWS cho GitHub, từng cân nhắc thuê cơ sở hạ tầng đám mây của Oracle nhưng đã từ bỏ vì lo ngại về an ninh và tuân thủ.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Chi tiêu vốn cả năm 190 tỷ USD vẫn không đủ: Nguồn tin cho biết Microsoft đang đối mặt với tình trạng thiếu hụt năng lực tính toán tổng thể - Tin tức AI Aioga","description":"Mặc dù Microsoft đã điều chỉnh ngân sách chi tiêu vốn cho năm tài chính tự nhiên 2026 lên 190 tỷ USD, nhu cầu về tổng khả năng tính toán của công ty vẫn vượt xa nguồn cung. Khả năn...","url":"https://www.aioga.com/vi/news/cms2vb98404x3ro3ftsjstwo4/","contentTranslated":true,"sourceHash":"09aeee742c107841","translatedAt":"2026-07-27T07:48:04.108Z"},"id":{"title":"Belanja modal tahunan sebesar 190 miliar dolar AS masih tidak cukup: Berita mengatakan Microsoft menghadapi kekurangan kapasitas komputasi secara keseluruhan","summary":"Meskipun Microsoft menyesuaikan anggaran belanja modal tahunan 2026 menjadi 190 miliar USD, permintaan keseluruhan untuk daya komputasi tetap jauh melebihi pasokan. Daya komputasi milik Microsoft hanya dapat memenuhi kebutuhan bisnis pihak pertama internal dan laboratorium AI terdepan, sehingga Azure tidak dapat memperoleh semua sumber daya yang dibutuhkan, dan pertumbuhan layanan cloud tertahan. Microsoft sedang mencari daya komputasi tambahan dari penyedia eksternal, telah menambah layanan cloud AWS untuk GitHub, dan pernah mempertimbangkan menyewa infrastruktur cloud Oracle tetapi membatalkannya karena kekhawatiran keamanan dan kepatuhan.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Belanja modal tahunan sebesar 190 miliar dolar AS masih tidak cukup: Berita mengatakan Microsoft menghadapi kekurangan kapasitas komputasi secara keseluruhan - Berita AI Aioga","description":"Meskipun Microsoft menyesuaikan anggaran belanja modal tahunan 2026 menjadi 190 miliar USD, permintaan keseluruhan untuk daya komputasi tetap jauh melebihi pasokan. Daya komputasi...","url":"https://www.aioga.com/id/news/cms2vb98404x3ro3ftsjstwo4/","contentTranslated":true,"sourceHash":"09aeee742c107841","translatedAt":"2026-07-27T07:48:45.667Z"},"th":{"title":"ปีหนึ่ง ๆ การใช้จ่ายด้านทุน 190 พันล้านดอลลาร์ยังไม่เพียงพอ: ข่าวระบุว่าไมโครซอฟท์เผชิญกับความตึงตัวของกำลังการประมวลผลโดยรวม","summary":"แม้ว่าไมโครซอฟต์จะปรับงบประมาณค่าใช้จ่ายด้านทุนสำหรับปี 2026 เป็น 190,000 ล้านดอลลาร์สหรัฐ แต่ความต้องการกำลังประมวลผลโดยรวมยังสูงกว่ากำลังการผลิตอย่างมาก กำลังประมวลผลที่ไมโครซอฟต์มีเองสามารถรองรับได้เพียงธุรกิจภายในและห้องปฏิบัติการ AI ขั้นสูงเท่านั้น ทำให้ Azure ไม่สามารถได้รับทรัพยากรที่ต้องการทั้งหมด การเติบโตของบริการคลาวด์จึงถูกจำกัด ไมโครซอฟต์กำลังหากำลังประมวลผลเพิ่มเติมจากผู้ให้บริการภายนอก โดยได้ซื้อบริการคลาวด์ AWS เพิ่มเติมสำหรับ GitHub และเคยพิจารณาเช่าโครงสร้างพื้นฐานคลาวด์ของ Oracle แต่ได้ยกเลิกเนื่องจากข้อกังวลด้านความปลอดภัยและความสอดคล้อง","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"ปีหนึ่ง ๆ การใช้จ่ายด้านทุน 190 พันล้านดอลลาร์ยังไม่เพียงพอ: ข่าวระบุว่าไมโครซอฟท์เผชิญกับความตึงตัวของกำลังการประมวลผลโดยรวม - ข่าว AI Aioga","description":"แม้ว่าไมโครซอฟต์จะปรับงบประมาณค่าใช้จ่ายด้านทุนสำหรับปี 2026 เป็น 190,000 ล้านดอลลาร์สหรัฐ แต่ความต้องการกำลังประมวลผลโดยรวมยังสูงกว่ากำลังการผลิตอย่างมาก กำลังประมวลผลที่ไมโครซอฟต...","url":"https://www.aioga.com/th/news/cms2vb98404x3ro3ftsjstwo4/","contentTranslated":true,"sourceHash":"09aeee742c107841","translatedAt":"2026-07-27T07:48:53.661Z"},"pl":{"title":"Całoroczne wydatki kapitałowe w wysokości 190 miliardów dolarów wciąż nie wystarczają: doniesienia wskazują, że Microsoft stoi w obliczu ogólnego niedoboru mocy obliczeniowej","summary":"Mimo że Microsoft dostosował budżet wydatków kapitałowych na rok kalendarzowy 2026 do 190 miliardów dolarów, całkowite zapotrzebowanie na moc obliczeniową nadal znacznie przewyższa podaż. Własna moc obliczeniowa Microsoftu może zaspokoić jedynie potrzeby działalności pierwszej strony i zaawansowanych laboratoriów AI, co powoduje, że Azure nie może uzyskać wszystkich potrzebnych zasobów, a wzrost usług w chmurze jest ograniczony. Microsoft poszukuje dodatkowej mocy obliczeniowej u zewnętrznych dostawców, dokupił usługi chmurowe AWS dla GitHub i rozważał wynajem infrastruktury chmurowej Oracle, ale zrezygnował z tego ze względu na obawy dotyczące zgodności i bezpieczeństwa.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Całoroczne wydatki kapitałowe w wysokości 190 miliardów dolarów wciąż nie wystarczają: doniesienia wskazują, że Microsoft stoi w obliczu ogólnego niedoboru mocy obliczeniowej - Aioga Wiadomości AI","description":"Mimo że Microsoft dostosował budżet wydatków kapitałowych na rok kalendarzowy 2026 do 190 miliardów dolarów, całkowite zapotrzebowanie na moc obliczeniową nadal znacznie przewyższa...","url":"https://www.aioga.com/pl/news/cms2vb98404x3ro3ftsjstwo4/","contentTranslated":true,"sourceHash":"09aeee742c107841","translatedAt":"2026-07-27T07:49:42.740Z"}}}}