Here's an article from Oct 2025:

"Microsoft’s data-center shortages to persist longer than expected - Bloomberg"

https://ca.finance.yahoo.com/news/microsoft-data-center-shor...

Perhaps relevant tho. I would imagine if they could simply throw more hardware at it they would. And I wouldn't imagine inability to throw hardware at it would be due to software scaling issues. So perhaps it is simply lack of available hardware?