Microsoft plans to build a new data center spanning 237 acres in Michigan, further expanding its artificial intelligence infrastructure. Previously, Microsoft had committed to investing over $80 billion in the 2026 fiscal year. CEO Satya Nadella stated that the company is rapidly increasing capacity, with AI capacity expected to grow by over 80% this year, and the total size of its data centers will double within two years. The strong growth of Azure and cloud computing, along with strategic initiatives like Osmos trading, support Wall Street's optimistic outlook for Microsoft in 2026.