💻 Microsoft Plans 3x Expansion in Global Data Center Capacity to 38 GW by 2032 📈

• Global Infrastructure Expansion: Microsoft aims to expand global data center capacity to ~38 GW by 2032—more than tripling its current 12 GW footprint. • Focus on Artificial Intelligence: AI-specific chip capacity is projected to increase from ~2 GW (16.7% of current output) to ~12.67 GW, representing a third of total capacity. • Capital Expenditure & Lease Strategy: Forecasts CapEx at US$ 175 Bn for CY2026 and US$ 50 Bn for Q1 FY2027. To optimize reporting, long-term data center leases will stretch to 25 years (up from 15 years). • Relevance to Local ICT/BPM Sector: Rapid global cloud and AI infrastructure growth reinforces long-term demand for Sri Lanka’s expanding ICT/BPM and digital export services.