Microsoft's Azure growth isn't cause for concern, analysts say - but as it battles AWS and Google, meeting data center AI demands could become a problem

"What always shocks me is the Wall Street expectation is that they're going to see the same astronomical growth... Cloud has become more mainstream and adoption projects less feverish."

"It's not going to be this astronomical growth that we've seen in years past, unless there's some other new sort of paradigm that cloud and cloud-based services can bring - and I think that's what generative AI is."

"While there's no need to ring the alarm bells on cloud growth, Microsoft is definitely facing some challenges on the AI front."

"CEO Satya Nadella pointed to this as part of the firm's earnings call, saying the firm does not have enough data center capacity to meet increasing demand."

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