Microsoft and Meta Commit Nearly $50 Billion Each to Data Center Leases

Mar 17, 2026
Microsoft and Meta have each committed about $50 billion in new data center leases to support AI infrastructure, contributing to more than $700 billion in total future lease obligations across major cloud companies, according to Bloomberg. A related report by Dell'Oro Group shows a 57% global increase in data center capital spending in 2025, driven by AI deployments.
Microsoft and Meta Commit Nearly $50 Billion Each to Data Center Leases

Microsoft and Meta Platforms have each committed about $50 billion in new data center leases to expand computing capacity for artificial intelligence, according to a report by Dell'Oro Group. These commitments helped push total future lease obligations among leading cloud providers to over $700 billion.

The leasing surge includes long-term agreements spanning 15 to 19 years, covering data centers and related facilities. Microsoft’s total future lease commitments now stand at approximately $155 billion, while Meta’s reach $104 billion. Oracle leads with $261 billion in pending lease obligations, followed by Amazon and Google.

The Dell'Oro report noted that global data center capital spending rose 57% in 2025, with the top four U.S. cloud providers—Amazon, Google, Meta, and Microsoft—increasing their investments by 76%. Oracle more than tripled its capital expenditures to build capacity for its Stargate project. The firm expects total data center spending to surpass $1 trillion in 2026, reflecting continued AI infrastructure expansion.

We hope you enjoyed this article

Consider subscribing to one of our newsletters like Silicon Brief or Daily AI Brief.

Also, consider following us on social media:

AI Chips & Datacenters AI Brief AI Brief (X)
Free newsletter

Silicon Brief

Weekly coverage of AI hardware developments including chips, GPUs, cloud platforms, and data center technology.

Guide
AI interconnect and networking startups

AI interconnect and networking startups

29 private startups developing the chips, optical switches and memory fabrics that move data through AI infrastructure.

Industry analysis

2025 Global Business Services Agenda: Gen AI Takes Center Stage

The Hackett Group

This industry analysis by The Hackett Group explores the transformative impact of generative artificial intelligence (Gen AI) on global business services (GBS) in 2025. The study highlights the shift from exploration to acceleration of Gen AI initiatives, with 89% of executives advancing these projects to improve customer satisfaction, innovate products, and reduce costs. The report also discusses the challenges and strategies for successful Gen AI adoption, emphasizing the need for a technology-enabled operating model and the importance of reskilling the workforce.

Read more

You may also like

Free, six days a week

Daily AI Brief: the AI news that matters, in your inbox.