$Microsoft(MSFT)$ Microsoft is

$Microsoft(MSFT)$ Microsoft is planning to triple its global data center capacity, going from roughly 12 GW today to more than 38 GW by 2032, according to Bloomberg. That adds about 26 GW of capacity, with AI-specific compute expected to rise from around 2 GW today to roughly one-third of total capacity by 2032, or about 13 GW. The target excludes compute rented from neoclouds like CoreWeave. The buildout follows capacity shortages that forced Microsoft to restrict some cloud subscriptions and turn away AI and cloud demand. Microsoft spent $145B in capex last fiscal year and has $329B in future data center lease commitments.

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