“We will increase our total AI capacity by over 80% this year [fiscal 2026], and roughly double our total datacenter footprint over the next two years, reflecting the demand signals we see.”
Chairman and CEO, Microsoft
Fiscal 2026 ended June 30, 2026, but Microsoft never disclosed a total AI capacity figure to check the 80% claim; on the July 29, 2026 FY26 Q4 call Nadella said Microsoft added 88 new datacenters over the year and roughly a gigawatt of capacity in the quarter, and reiterated being 'on track to roughly double our overall capacity in just two years.'