Microsoft Plans to Triple Its Data Center Footprint

This article first appeared on GuruFocus. Microsoft Corp. (NASDAQ:MSFT) rose 1.06% intraday after Bloomberg reported that the company plans about 38 gigawatts of data center capacity by 2032, more than triple its current footprint, citing people familiar with the matter. Warning! GuruFocus has detected 3 Warning Sign with MSFT. Is MSFT fairly valued? Test your thesis with our free DCF calculator.MSFT GF Value chart Only about 2 gigawatts of Microsoft's current 12 are centered on AI-specific chips. That share is expected to reach roughly a third of the 38 gigawatts, which would put AI silicon near 13 gigawatts by 2032. Microsoft expects $50 billion of capital expenditure in the fiscal first quarter of 2027 and $175 billion for calendar 2026.