Microsoft plans to grow data center capacity from ~12 GW to 38+ GW by 2032, per Bloomberg
BenBajarin · x · 2026-09-11
Per Bloomberg's reporting on internal plans, Microsoft aims to grow data center capacity from 12 GW today to 38+ GW by 2032 — over 26 GW added by one company.
Capacity on AI-specific chips rises from 2 GW to 13 GW (6x), yet that's still only a third of the planned fleet; the remaining two-thirds also serve AI, as newer tools need more CPU capacity alongside GPUs. Microsoft is already turning away some AI and cloud business due to capacity shortages. Ben Bajarin's take: everyone needs to catch up to Amazon's capacity.
Related event: Microsoft Plans to Expand Data Center Capacity to 38GW by 2032(2 posts)→
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