Microsoft disputes reported 38-gigawatt data-center expansion target

  • Microsoft disputed a report that it plans more than 38 gigawatts of data-center capacity by 2032.
  • Microsoft has about 12 gigawatts of current capacity, including roughly 2 gigawatts for AI-specific chips.
  • Microsoft spent $145 billion on capital expenditures in its latest fiscal year.

Microsoft is expanding its global data-center network to relieve shortages in AI and cloud computing capacity, though a company spokesperson has disputed Bloomberg's report that its footprint will exceed 38 gigawatts by 2032 from about 12 gigawatts currently. The reported plan would allocate roughly one-third of capacity to AI workloads, compared with about 2 gigawatts of AI-specific infrastructure today. Capacity constraints have restricted some cloud subscriptions, contributed to an eight-hour GitHub outage in August, prompted limits on Xbox cloud-gaming use and pushed some customers to rival providers, including Temu's reported move to Oracle. Microsoft has continued major infrastructure spending and is adding capacity near Atlanta. Shares traded at $496.65, up 0.85%, as the stock approached $497.50 resistance.

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