Sources: Microsoft plans to expand its data center capacity from 12GW today to 38GW+ by 2032, with about a third of the 38GW centered on AI-specific chips (Bloomberg)
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Bloomberg : Sources: Microsoft plans to expand its data center capacity from 12GW today to 38GW+ by 2032, with about a third of the 38GW centered on AI-specific chips — Shortages forced the company to turn away some AI and cloud business. Now it's planning for 38 gigawatts of data center capacity to meet demand.
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