Microsoft reportedly plans to triple data center capacity to 38GW by 2032

Beth_Kindig · x · 2026-09-19

Microsoft is reportedly planning to more than triple its data center capacity from 12GW to 38GW by 2032, counting both owned and leased capacity but excluding rentals from neoclouds. The figure is relevant context for $AMZN, $GOOG, $META and $ORCL, which are also racing to build out compute.

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