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Microsoft plans to double its data center footprint within two years and expand AI capacity by over 80% in fiscal 2026, responding to surging demand for AI services. The company spent a record $34.9B in Q1 FY2026 capex, including $11.1B in data center leases, announced its 2 GW Fairwater facility in Wisconsin, and deployed its first large-scale NVIDIA GB300 cluster, as Azure grew 40% year-over-year despite ongoing capacity constraints.