MICROSOFT PLANS 3X DATA CENTER EXPANSION
$MSFT plans to expand its global data center capacity from roughly 12 GW today to more than 38 GW by 2032, adding about 26 GW of capacity.
AI-specific compute is expected to grow from around 2 GW today to roughly one-third of total capacity by 2032, or about 13 GW.
The 38 GW target excludes compute rented from neoclouds such as CoreWeave.
The expansion comes after capacity shortages forced Microsoft to restrict some cloud subscriptions and turn away AI and cloud business. Microsoft spent $145B in capex last fiscal year and has $329B in future data center lease commitments.
Source: Bloomberg
Buying quality companies at a discount is one of the fastest ways to build real wealth. The hard part isn't finding them, it's having the conviction to buy when everyone else is scared.
$KEEL 9/9 bullish confirms (weekly).
The reason why sometimes we take a break from updating charts like $CIFR $IREN $SLNH is because the HTF structure hasn't changed.
Why participate in LTF noise?
Big correction day across the board.
Our favorite mega caps are red. High-beta names are down double digits.
But this is normal... and necessary.
Corrections reset the setup for the next leg up.
Remember...
> $NVDA had multiple 20-30% pullbacks on the way to becoming the most valuable company on Earth
> $MU's ~9x run had multiple significant drawdowns along the way
> $SNDK's 4,000%+ rally wasn't a straight line either
Names with real fundamentals bounce right back. The names without get exposed.
That's the entire point.
Plant your seeds when it's red and harvest heavily when it's green.