Microsoft plans data-center expansion to more than 38 GW by 2032

Microsoft intends to expand its global data-center footprint from roughly 12 GW today to more than 38 GW by 2032 to alleviate AI and cloud capacity shortages that have forced it to turn away business. The planned addition of approximately 26 GW represents one of the largest single-company compute build-outs announced. The scale signals continued capital intensity required to support frontier model training and inference demand.