Microsoft Aims for 38 Gigawatt Data Centre Capacity by 2032
Microsoft is planning to build out its data centre capacity to over 38 gigawatts by 2032, up from roughly 12 gigawatts today. This expansion will help the company meet growing demand for AI and cloud computing services.
The current data centres have about 2 gigawatts of capacity dedicated to AI-specific silicon, which is expected to reach a third of the total capacity in 2032. However, it's worth noting that Microsoft has not confirmed this figure, and the plan comes from unnamed sources.
Despite walking away from 2 gigawatts of planned projects earlier this year due to oversupply concerns, Microsoft is now planning to more than triple its data centre capacity. This change in plans reflects how quickly demand forecasts can move in this business.