Microsoft to Triple Data Center Capacity to 38 GW by 2032, Report Says

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Microsoft plans to expand its data center capacity to about 38 gigawatts by 2032, more than triple its current level. Bloomberg reported on the 10th, citing multiple people familiar with the matter. According to the report, of the company's current 12 gigawatts of capacity, only about 2 gigawatts is devoted to AI-specific chips, but that share is expected to rise to about one-third of the 38 gigawatts it plans to operate. In July, Microsoft gave a cloud business growth outlook that beat market expectations, providing fresh evidence that its massive AI investments are beginning to pay off. The company expects capital spending of 50 billion dollars in the first quarter of fiscal 2027 and 175 billion dollars for calendar year 2026.

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Microsoft plans to triple data center capacity to ~38 GW by 2032, with $50B Q1 FY2027 and $175B CY2026 capex, signaling massive AI infrastructure investment.

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