Reuters - Microsoft plans to build out its data-center capacity to about 38 gigawatts by 2032, more than ​triple its current footprint, Bloomberg News reported ‌on Thursday, citing people familiar with the matter.

Here are some details:

• According to the report only about 2 gigawatts ​of the company's current 12-gigawatt capacity is ​centered on AI-specific chips, a share expected ⁠to grow to about a third of the ​38 gigawatts it plans to have online.
• Microsoft did ​not immediately respond to a Reuters request for comment.
• Technology companies have been pouring billions of dollars into data ​centers to power generative AI services such as ​ChatGPT and Copilot, which require huge amounts of computing power.
• In ‌July, ⁠Microsoft forecast stronger-than-expected cloud growth offering fresh evidence that Microsoft's massive AI investments are beginning to pay off, helping ease investor concerns that heavy ​spending on data ​centers and ⁠computing infrastructure could outpace demand.
• Microsoft expects capital expenditures of $50 billion for ​the fiscal first quarter of 2027 and $175 ​billion ⁠for the 2026 calendar year.
• The company is planning to spread long-term leases on data centers over ⁠25 ​years rather than 15, which ​has the effect of lowering its annual reported capital expenditures.