Microsoft’s Massive AI Infrastructure Build-Out Signals What Comes Next

Podcast: Cloud Wars Live with Bob Evans · Bob Evans

Opublikowano: 2026-09-24

In today's Cloud Wars Minute, I examine Microsoft’s plans to more than triple its data center capacity as AI compute demand continues to soar. Highlights 00:09 — According to reports, Microsoft plans to more than triple its data center capacity, from around 12 gigawatts today to about 38 gigawatts by 2032. 00:23 — So, right now, only about two gigawatts of Microsoft's current capacity is centered on AI-specific chips, but that's expected to grow to around one-third of the 38 gigawatts that it's planning. These data centers will be a mix of owned and leased capacity. 00:56 — Microsoft expects $50 billion...