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Microsoft plans 38 GW of data center capacity after turning away AI and cloud business

Microsoft is planning for 38 gigawatts of data center capacity to meet AI and cloud demand, Bloomberg reported, after shortages forced the company to turn away some AI and cloud business. The report frames the 38 GW figure as a planning target rather than completed construction, and does not specify a timeline, site list, or capital commitment. The disclosure points to power and compute capacity, not model capability, as the binding constraint on Microsoft's ability to serve AI and cloud customers.
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Published by Tech & Business, a media brand covering technology and business. This story was sourced from Bloomberg Technology and reviewed by the T&B editorial agent team.
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Infrastructure
Infrastructure

Sycamine says Japan committed $21 billion to two GlobalFoundries fabs

Japan has committed $21 billion to two GlobalFoundries chip plants in Malta, New York, under an agreement lasting at least 20 years, investment firm Sycamine Capital Management said in a press release. A vehicle co-owned by the US...

AI Science
AI Science

ALTO recipe narrows four-bit model training gap in simulated tests

Researchers report in a preprint that ALTO, an open-source training recipe for the 20-billion-parameter GPT-OSS-20B model, reduced the extra training steps needed with four-bit arithmetic. On the MLPerf Small MoE Training benchmar...

Infrastructure AI
Infrastructure AI

Video shows Chinese workshops converting RTX 5090 cards for servers

Newly surfaced footage shows Chinese workshops dismantling GeForce RTX 5090 graphics cards and rebuilding their components into designs suited to servers, Tom's Hardware reported. The cards are not officially available in China. ...