Microsoft  is facing capacity constraints, and OpenAI is driving a large portion of the backlog in its cloud computing business. The company said its backlog in commercial bookings, a metric referred to as remaining performance obligations, ballooned 110% year over year to $625 billion when it reported earnings for the second quarter on Wednesday. OpenAI accounts for roughly 45% of those commitments, Microsoft revealed. The company did not say how much OpenAI contributed during the previous