Microsoft Reports $130 Billion in New Data Center Leases
Microsoft reported over $130 billion in new data center leases for the past quarter, reflecting a significant increase in spending on AI infrastructure. As of June 30, its total uncommenced lease commitments reached $329.1 billion, up from $196.6 billion previously. The company attributes this surge to strong demand and plans for long-term capacity expansion. These leases will not appear on Microsoft's balance sheet until payments begin. They are primarily for data centers and some depend on meeting contractual conditions. This marks the largest quarterly jump in leasing activity, following a slowdown during much of 2025 due to limited data center availability.
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Topics: AI Infrastructure Data Centers Leases Microsoft Financials