> I'm a bit confused though as to how much extra capacity it would make sense for AWS to be carrying or maybe they aren't being asked to scale the way microsoft is which is my guess.
AWS has a crapton of capacity. So much so that they were the first ones to come up with the 'spot' instance concept. We could easily get hundreds of spot instances most days, even in
a popular region like US-West 2. Those were relatively big ones too, with a minimum 16 VCPUs and 64GB – but given the spot pricing, we would request even bigger ones if they were available. Even when they were terminated, usually we would get a replacement instance in a few minutes. Even faster if the fleet request was flexible and didn't need a particular instance type.
AWS will also honor pretty large quota increases without batting an eye, while Azure (and sometimes even GCP) would send similar numbers "for review" and take their sweet time.
I can only remember a couple of times, years ago, where requests for normal, on-demand instances failed to get satisfied, in a particular availability zone. But the other zones would be fine.
Most Azure regions do not even _have_ availability zones, so that's out.