Microsoft Plans to Grow Data-Center Capacity From 12GW to 38GW+ by 2032, a Third AI-Specific

Bloomberg reports Microsoft plans to expand its owned-and-leased data-center footprint from about 12 gigawatts today to more than 38 gigawatts by 2032, with roughly one-third of the buildout centered on AI-specific silicon. The expansion, which excludes capacity rented from neoclouds like CoreWeave, would eclipse the peak-period electricity consumption of New York state. Sources cautioned the roadmap could shift as new server farms take years to develop; Microsoft's capex hit $145B in its most recent fiscal year.