According to regulatory filings submitted by Microsoft on Wednesday (October 14), the company committed to over $130 billion in data center leases in a single quarter and plans to increase global data center capacity from approximately 12 gigawatts to over 38 gigawatts by 2032. The company's total unfunded lease commitments reached $329.1 billion as of June 30, 2026, up 67% from the prior quarter and marking a record increase. Microsoft investor relations officer Jonathan Neilson stated the commitments reflect strong customer demand and will support client needs over the coming years.

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