IndustryBloomberg|April 7, 2026
Bloomberg reports that Microsoft can't keep up with data center demand despite an aggressive buildout. CFO Amy Hood says the capacity shortfall has persisted for "many quarters."
- Microsoft expects to grow AI capacity by more than 80% through fiscal year 2026
- Plans to roughly double its entire data center footprint over the next two years
- Spent $11.1 billion on data center leases alone in Q1 2026
- Demand keeps accelerating faster than they can build
- Microsoft and Meta together now carry $700 billion in aggregate data center lease commitments







