Microsoft (MSFT) Reportedly Plans a Vast Data Center Expansion. Can Azure Justify the Cost?
Source: Insider Monkey ·
On September 10, 2026, Reuters reported that Microsoft Corporation (NASDAQ:MSFT) plans to expand its global data center capacity to more than 38 gigawatts by 2032, more than tripling its current roughly 12-gigawatt footprint, according to Bloomberg News reporting that cited people familiar with the plans. Only about 2 gigawatts of Microsoft’s current capacity is dedicated […]
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On September 10, 2026, Reuters reported that Microsoft Corporation (NASDAQ: MSFT ) plans to expand its global data center capacity to more than 38 gigawatts by 2032, more than tripling its current roughly 12-gigawatt footprint, according to Bloomberg News reporting that cited people familiar with the plans. Only about 2 gigawatts of Microsoft's current capacity is dedicated to AI-specific chips, a share the company expects to grow to roughly one-third of the much larger 38-gigawatt total by 2032, though Microsoft has not confirmed the target in any public filing or statement. Don't Miss: Berkshire (BRK.B)'s CEO Says Communities Are Fighting Back on Data Centers Microsoft Corporation (NASDAQ: MSFT ) already has strong cloud demand to support a major expansion of its data center footprint. Azure and other cloud services revenue increased 43% year over year in fiscal Q4. Microsoft Cloud revenue reached $59.3 billion for the quarter and $214.4 billion for fiscal 2026. Microsoft also said…