Microsoft is planning to grow its global data center capacity from about 12 gigawatts today to more than 38 gigawatts by 2032. The move comes after capacity shortages forced Microsoft to turn away paying cloud customers, restrict Xbox cloud streaming, and lose developer traffic on GitHub to rival Amazon. About a third of the new capacity, roughly 12.7 gigawatts, will be dedicated specifically to AI chips, a sharp jump from the 2 gigawatts used for AI today.
