On September 11, sources revealed that Microsoft (MSFT.O) plans to significantly expand its data center capacity, aiming to exceed 38 gigawatts globally by 2032, more than tripling the current capacity of approximately 12 gigawatts. This plan is intended to alleviate the power shortage issues caused by the rapid growth of AI and cloud services in recent years, which had previously forced Microsoft to decline some AI and cloud service business due to insufficient capacity. The roadmap includes both self-built and leased data centers, but does not account for computing resources rented from 'new cloud service providers' like CoreWeave; related plans may still be adjusted based on customer demand and technological changes. Microsoft's capital expenditures for the latest fiscal year reached $145 billion, and analysts expect spending to continue to grow in the coming years. Reports indicate that Microsoft's earlier suspension of certain data center constructions led to limited computing supply, causing some customers to turn to competitors. Documents show that Microsoft had restricted new cloud service subscriptions in some key areas in the U.S. and Europe. Microsoft stated that it is accelerating data center construction.