It will more than triple its current 12 GW footprint. Roughly one-third of that future capacity would be dedicated to AI-specific chips, up from just 2 GW today. Microsoft expects about $175 billion in capital spending in calendar 2026 and plans to spread some long-term data center leases over 25 years instead of 15, reducing their annual accounting impact.

By Hugo Noirtault

Founder of Stack Chronicle and a journalist with experience across several local and national radio stations (including RTL2, Hit West, Euradio and Figaro Radio in France, and WDET in Detroit, Michigan), I began taking a deeper interest in technology in the wake of the COVID-19 pandemic. I quickly realised, that few media outlets were building meaningful connections between technology, AI, finance, politics and environmental issues. That observation led to the creation of Stack Chronicle: a publication designed to help both curious readers and more informed audiences understand the technological transformations shaping our world.