Microsoft targets 38GW of data center capacity in 2032 - report
Currently operates ~12GW
News - The Investment & Markets Channel, Microsoft
The latest news from the AI, data center, telco, chip, and cloud sector
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Microsoft reveals Azure earnings for the first time, adjusts financial reporting practices
Previously Azure was included under "intelligent cloud" segment
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Lambda secures $1bn private debt to purchase Nvidia GPUs - report
Chips will be leased to Microsoft
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Former Microsoft researcher launches data center robotics startup
Exclaim Robotics secures $4.95m in pre-seed funding to build first bots
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Microsoft brought 88 data centers online in FY2026
Company releases Q4 and full-year financial results
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Microsoft plans to cut 4,800 jobs
Primarily impacts Xbox, but cloud workers also hit
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National Grid Ventures invests $1.75bn in Joulent for construction of gas plant powering 2GW Microsoft data center in Texas
Joulent is a portfolio company of Engine No. 1
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SpaceX shares keep rising, company worth more than Microsoft and Amazon
Becomes the world’s fourth-largest publicly traded company
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Microsoft-backed fusion firm Helion raises $465m in Series G funding round
Company valued at $15.5bn
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OpenAI and Broadcom in discussions over financing of $18bn custom chip project – report
Broadcom’s investment in initial project phase reportedly tied to Microsoft purchase commitments
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Fleet Data Centers closes $4.6bn in senior secured notes for 230MW Storey County campus
Facility leased to an unnamed $3 trillion market cap company
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Microsoft brings 1GW of capacity online in latest quarter, again
On track to double footprint in two years
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Synergy Research: Cloud spending hits $129bn in Q1 2026, ninth consecutive quarter of growth
Highest growth rate since Q4 2021
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Microsoft loses IP exclusivity rights and sees revenue payments capped in updated OpenAI deal
Revenue share payments will also no longer be contingent on OpenAI achieving AGI
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Microsoft commits to "multi-billion-dollar" investment in AI infrastructure in Ontario, Canada
Part of previously announced $19bn investment in the country
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Microsoft to invest $10bn in AI and cloud infrastructure in Japan through 2029
Will also cover investment in cybersecurity and workforce development
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Microsoft commits to $5.5bn AI and cloud investment in Singapore by 2029
Cloud giant has had a region in Singapore since 2010
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Microsoft commits $1bn to cloud and AI infrastructure in Thailand
Company has been planning a cloud region in the country since 2024
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Nscale acquires 8GW Monarch Compute Campus, Microsoft signs on for 1.35GW of compute
Will comprise Vera Rubin NVL72 GPUs
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Microsoft on pace for $50bn AI investment in "global south"
Some of which will be spent on AI infrastructure
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US Federal Trade Commission ramps up cloud competition investigation into Microsoft
Issues "civil investigative demands" to competitors
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Anthropic raises $30bn from GIC, Coatue, D. E. Shaw Ventures, MGX, and others
Includes some of the previously promised investment from Microsoft and Nvidia
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Synergy: Enterprise cloud infrastructure spend jumps $12bn in Q4 2025
Spending grows 30 percent year-on-year
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Microsoft brings 1GW of data center capacity online in Q2 2026
Capex reaches new high of $37.5bn
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BlackRock raises $12.5bn for AI partnership with Microsoft and MGX
Ultimately aims to raise $30bn in equity
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Moody’s predicts $3 trillion global data center investment over five years
The staggering sum is required to keep pace with AI-driven capacity growth
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Microsoft-backed quantum startup Photonic Inc. raises $131m
Round saw investment from the Royal Bank of Canada, Telus, and Microsoft
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Microsoft plans $17.5bn AI infrastructure investment in India
Also commits some $5.4bn to Canada over the next two years