Brody Ford
Lot of speculation out there about how many GPUs are actually deployed. Today, Microsoft has about 2GW of AI-specific capacity live. around 17% of the total fleet.
Brody Ford
scoop: Microsoft is planning a massive expansion of its data center fleet to 38 gigawatts. $msft w/ @mattmday https://www.bloomberg.com/news/features/2026-09-10/microsoft-ai-focused-data-center-plan-to-add-26-gigawatts-of-compute?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc4OTA3NDY1MCwiZXhwIjoxNzg5Njc5NDUwLCJhcnRpY2xlSWQiOiJUTDYyQ0dLSVVQU0EwMCIsImJjb25uZWN0SWQiOiJEQ0FGMjNFM0YyMkE0Qzk5OTM0RUMyRDEwNkM0ODc0NyJ9.nYG4XOhTjwnggpyQBiqDE_2Hp9p2EprUnX82KGKTuRE
