People familiar with the matter said Microsoft (MSFT.O) plans to expand global data‑center capacity to more than 38 GW by 2032 from about 12 GW today — a greater‑than threefold increase — to address compute shortages driven by rapid AI and cloud demand. The roadmap covers owned and leased data centers but excludes compute rented from newer cloud providers such as CoreWeave. The plan remains subject to customer demand and technological change. Sources said Microsoft previously limited some data‑c

People familiar with the matter said Microsoft (MSFT.O) plans to expand global data‑center capacity to more than 38 GW by 2032 from about 12 GW today — a greater‑than threefold increase — to address compute shortages driven by rapid AI and cloud demand. The roadmap covers owned and leased data centers but excludes compute rented from newer cloud providers such as CoreWeave. The plan remains subject to customer demand and technological change. Sources said Microsoft previously limited some data‑center builds, turned away certain AI and cloud workloads, and restricted new cloud subscriptions in parts of the US and Europe, prompting some customers to migrate to competitors. Microsoft said it is accelerating data‑center construction. The company’s latest fiscal‑year capital expenditure was $145.0 bln; analysts expect capex to rise in coming years.