Microsoft (MSFT) Expands Data Center Build-out with an AI Super Factory, Reports WSJ

Microsoft Corporation (NASDAQ:MSFT) is one of the Best Fundamentally Strong Stocks to Buy. On November 12, the Wall Street Journal reported that Microsoft Corporation (NASDAQ:MSFT) has been expanding its data center build-out with an AI super factory. This is the set of two-story structures in Atlanta, focused towards connecting seamlessly with infrastructure in other areas to harness the immense computing power.

Microsoft (MSFT) Expands Data Center Build-out with an AI Super Factory, Reports WSJ

Microsoft Corporation (NASDAQ:MSFT) has been doubling its total data-center footprint over the upcoming 2 years. WSJ also reported that the tech giant spent over $34 billion on capex during its Q1, and it plans to increase total infrastructure investments over the upcoming fiscal year.

Furthermore, Microsoft Corporation (NASDAQ:MSFT) happens to be among several tech companies focused on investing a combined $400 billion into AI efforts this year, amidst increased demand for AI computing and companies highlighting the requirement for more capacity.

At its Q1 2026 earnings call, Microsoft Corporation (NASDAQ:MSFT) highlighted that, with accelerating demand, along with growth in RPO balance, it is increasing its spend on GPUs and CPUs. As a result, it expects that its total spend will increase sequentially, and it now anticipates the FY 2026 growth rate to be higher than FY 2025.

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Disclosure: None. This article is originally published at Insider Monkey.