Microsoft, SpaceX and the gigawatt AI compute land grab

Friday, September 11, 2026 · 7 min

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Microsoft plans to more than triple data-center capacity to 38 gigawatts by 2032, while SpaceX is talking 5–10 gigawatts of terrestrial AI compute in 2027. The AI infrastructure race is moving from GPU counts to power commitments.

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Microsoft plans 38 gigawatts of data centre capacity by 2032 - Financial News — Financial News
Microsoft plans 38 gigawatts of data centre capacity by 2032 - Financial News # Microsoft plans 38 gigawatts of data centre capacity by 2032 By Martin Holloway 11/09/2026 No Comments 4 Mins Read Microsoft Corp (MSFT) plans to more than triple its global data centre capacity by 2032, according to a Bloomberg News report published on 10 September 2026. The push follows shortages that have…
SpaceX Plans to Expand AI Compute Capacity to 5-10 GW in 2027 with Nvidia Exclusive Partnership | Gate News — Gate
SpaceX Plans to Expand AI Compute Capacity to 5-10 GW in 2027 with Nvidia Exclusive Partnership | Gate News # SpaceX Plans to Expand AI Compute Capacity to 5-10 GW in 2027 with Nvidia Exclusive Partnership 2026-09-11 01:50:01 According to SpaceX CFO Bret Johnsen, speaking at Goldman Sachs' Communacopia + Technology Conference on Thursday (Sept. 10), the company plans to expand its terrestrial…
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