E966 - Microsoft’s Massive AI Infrastructure Build-Out Signals What Comes Next

In today's Cloud Wars Minute, I examine Microsoft’s plans to more than triple its data center capacity as AI compute demand continues to soar.

Highlights

00:09 — According to reports, Microsoft plans to more than triple its data center capacity, from around 12 gigawatts today to about 38 gigawatts by 2032.

00:23 — So, right now, only about two gigawatts of Microsoft's current capacity is centered on AI-specific chips, but that's expected to grow to around one-third of the 38 gigawatts that it's planning. These data centers will be a mix of owned and leased capacity.

00:56 — Microsoft expects $50 billion...