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Microsoft Developer (Build) · Jun 04, 2026 · Industry Trends

Microsoft is scaling Azure AI infrastructure rapidly and using first-party silicon to cut AI solution costs.

“we added over a gigawatt of data centers in 90 days”

Scott Guthrie, who runs Azure, described Microsoft's rapid buildout of AI infrastructure, citing over a gigawatt of new data center capacity added in 90 days and first-party silicon (Azure Maya and Cobalt) aimed at taking a large percentage of cost out of AI solutions. This matters because it signals the scale and cost-optimization strategy underpinning Microsoft's AI platform that GitHub Copilot, M365, and agentic solutions all depend on.

azure ai-infrastructure data-centers first-party-silicon

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