“We will increase our total AI capacity by over 80% this year, and roughly double our total datacenter footprint over the next two years, reflecting the demand signals we see.”
Chairman and CEO, Microsoft
Microsoft has reiterated the two-year doubling target on subsequent calls, saying in July 2026 that it added 88 datacenters during fiscal 2026 and about a gigawatt of capacity per quarter and remains 'on track.'