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Sources: Microsoft plans to expand its data center capacity from 12 GW today to 38+ GW by 2032, with about a third of the 38 GW centered on AI-specific chips (Bloomberg)

Shortages forced the company to turn away some AI and cloud business. Now it's planning for 38 gigawatts of data center capacity to meet demand.

bloomberg.com ·2d ago

We haven't written up this one. Techmeme has the full story — the link below goes straight to it.

Also reported by 1 other outlet

Sources: Moonshot AI told investors it topped $1B ARR in August, up from $300M in June, driven by its Kimi K3 release; it aims to hit $2B ARR by the end of 2026 (Bloomberg) bloomberg.com

Read the original at bloomberg.com →

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