Sep 10 2026

Microsoft plans to grow its data-center fleet from about 12GW to more than 38GW by 2032

INFRAMONEY

Original reporting

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Bloomberg: 26GW of additions in six years after losing enterprise customers to capacity shortages; about 2GW of today's fleet is AI-specific, with AI silicon planned to reach a third of the 2032 total.

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Microsoft

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OpenAI signs another $10B+ non-Azure compute deal · 65%, resolves August 6th 2027
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