Bloomberg ·

Microsoft plans to expand its data center capacity from 12GW today to 38GW+ by 2032, with about a third of the 38GW centered on AI-specific chips

Shortages forced the company to turn away some AI and cloud business. Now it's planning for 38 gigawatts of data center capacity to meet demand.

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Microsoft plans to expand its data center capacity from 12GW today to 38GW+ by 2032, with about a third of the 38GW centered on AI-specific chips

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Bloomberg — Microsoft plans to expand its data center capacity from 12GW today to 38GW+ by 2032, with about a third of the 38GW centered on AI-specific chips ↗

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Reuters: Microsoft says Maia 300 racks will hold 96 chips and use ~167 kW of power and plans to roll out "multi-gigawatt deployments" of the chip starting next year

SemiAnalysis: Analysis: companies are set for a massive acceleration of 50GW+ in data center capacity additions in 2027; 24GW+ across 40 campuses are in the advanced stages

Bloomberg: Analysis: constructing and equipping a 1GW AI data center in Abilene, Texas, could cost ~$30B, including $17B on chips, $3B on power, and $2.4B on construction

South China Morning Post: China says its AI compute capacity rose 177% YoY to 2,185 eflops by the end of June, and is targeting 9,800 eflops by 2030 via ~$532B in IT infrastructure spend

Bloomberg: Indian AI infrastructure company AM Intelligence orders 9,000 Nvidia Vera Rubin systems and plans to offer 1GW of computing capacity as part of an $8B project

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