Microsoft reportedly targets 38GW of data center capacity by 2032

Microsoft is reportedly aiming to more than triple its data center capacity to 38GW by 2032, up from roughly 12GW currently. The figures come from a report rather than an official Microsoft statement.

Why it matters: A more than threefold capacity expansion signals Microsoft is betting AI compute demand keeps compounding for another decade, putting it alongside the largest hyperscaler buildout plans. It intensifies competition for power, land, and chip supply that is already straining grids in several regions.