Microsoft plans to expand its global data-center capacity to 38 gigawatts by 2032, a build-out that would more than triple its current footprint.
Bloomberg Intelligence reported the push follows a period in which capacity shortages forced the company to turn away some AI and cloud business, with the company operating at roughly about 12 gigawatts today.
The decision is consistent with a wider operational ramp inside Microsoft, a sharp increase in data-center openings, rising quarterly capital expenditure and a large backlog of data-center lease commitments.
Together they have driven the company to accelerate capacity additions even as those commitments substantially expand its future fixed obligations.
The expansion targets compute and power growth through the end of the decade and sets a clear marker for Microsoft’s infrastructure cadence, with the 2032 capacity goal the next major public milestone tied to its efforts to serve rising AI workloads.
