Microsoft reportedly targets 38 GW of data-center capacity by 2032

The planning target would more than triple Microsoft's current capacity, with about one-third devoted to AI infrastructure as calendar 2026 capital expenditures are expected to reach $175 billion.

By · Published

Primary source: Reuters

Why it matters

Microsoft's reported target would add about 26 GW of capacity and increase its AI-focused fleet more than sixfold. For Azure-dependent companies, the pace and composition of that buildout will shape access to AI compute as Microsoft directs an expected $175 billion toward calendar 2026 capital expenditures.

A vast landscape of futuristic data centers stretches into the distance under a dramatic twilight sky, with electric blue light emanating from within the structures.

Microsoft, the Redmond, Washington-based software and cloud company led by longtime cloud executive Satya Nadella, reportedly plans to expand data-center capacity from about 12 gigawatts today to roughly 38 gigawatts by 2032, with AI-specific capacity accounting for about one-third of the future fleet.…

Reader comments

Conversation for this story loads after sign-in.