Microsoft plans to grow its global data center capacity from roughly 12GW today to more than 38GW by 2032, Bloomberg reported, a figure that would exceed peak electricity demand in New York state. The company said compute shortages had forced it to turn away AI and cloud business in recent months.
Why it matters: The planned expansion underscores how AI compute demand is now a first-order driver of data center and power-grid planning among hyperscalers. Editorial note: the source article is behind Bloomberg’s paywall; this summary reflects only the publicly accessible headline and lede, and should be treated as preliminary pending fuller reporting.
Source: Bloomberg, September 10, 2026.
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