Bloomberg:

Sources: Microsoft plans to expand its data center capacity from 12 GW today to 38+ GW by 2032, with about a third of the 38 GW 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.

Bloomberg:

Sources: Microsoft plans to expand its data center capacity from 12 GW today to 38+ GW by 2032, with about a third of the 38 GW 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.

Source: TechMeme
Source Link: https://www.techmeme.com/260910/p38#a260910p38