Microsoft is launching a multi-year expansion of its global data center network. Reports on September 11, 2026, indicate the company aims to reach 38 gigawatts of capacity. The company plans to achieve this target by 2032. This represents a significant increase from its current 12 gigawatts of capacity.
The expansion includes both owned and leased facilities to address computing shortages. Microsoft will dedicate approximately one-third of the total future capacity to AI workloads. The buildout aims to prevent the company from turning away business due to overwhelming demand.
The project will require more electricity than the peak demand of New York state. This scale signals strong future revenue for semiconductor manufacturers and networking providers. The expansion stands as one of the largest single-company cloud infrastructure projects on record.