Oracle reports $11.6 billion in cloud business revenue for Q1 fiscal year 2027
智通财经2026/09/10 20:36Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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The shortage of computing power drives AI infrastructure expansion, Microsoft plans to double its data center capacity to 38GW
According to reports, Microsoft's planned data center capacity for 2032 includes both owned and leased data centers, but does not cover computing power rented from "new cloud" service providers like CoreWeave. Currently, of Microsoft's approximately 12 GW of data center capacity, only about 2 GW is used for AI chips. By 2032, AI-dedicated computing power is expected to account for about one-third of the total capacity.
Oracle CFO: Impact of New Revenue Backlog Will Be Reflected After Fiscal Year 2028
Microsoft plans to expand its global data center capacity to over 38 GW by 2032
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