Microsoft Corporation has signed new data center lease agreements worth over $130 billion in the last quarter, indicating further expansion of infrastructure for artificial intelligence development. Bloomberg reports this, writes UNN.
Details
According to the company's report, as of June 30, the total volume of future lease obligations for which payments have not yet begun rose to $329.1 billion. For comparison, in the previous quarter this figure was $196.6 billion.
This really signals the ongoing growing demand we are seeing. These lease agreements will meet demand for many years to come
The company continues to expand AI infrastructure
Microsoft noted that future lease costs will not be reflected in the financial balance sheet until the company begins making payments under the signed agreements. Most of them relate specifically to data centers, although some deals depend on meeting contractually defined conditions.
Bloomberg notes that this is the largest quarterly increase in data center lease volumes in Microsoft's history. The company continues to expand its capacity after restraining new deals for most of 2025 due to infrastructure shortages.
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