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

_Thursday, September 10, 2026 at 5:00 PM EDT · AI, Infrastructure · Latest · Tier 2 — Notable_

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.

## Sources

- [Bloomberg Technology](https://www.bloomberg.com/news/features/2026-09-10/microsoft-ai-focused-data-center-plan-to-add-26-gigawatts-of-compute)

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Retrieved: 2026-09-11T04:24:19.735Z
Publisher: Tech & Business (techandbusiness.org)