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

March 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)

More from: Data Centers

03/17
Nebius Signs $27 Billion AI Infrastructure Agreement with Meta
03/17
NewPhotonics Unveils Heaterless Micro-Ring Modulator and 3.2Tbps Transmitter-on-Chip for AI Data Centers
03/16
OXMIQ Labs and AM Intelligence Labs to Build 2GW Renewable-Powered AI Compute Platform in India
03/16
RadiusDC to Acquire phoenixNAP’s Phoenix Data Center and Colocation Business
03/16
Hans Vestberg Co-Founds Next Phase of US Data Centers with Digi Power X

Subscribe to Silicon Brief

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

AI Token Webinar

Whitepaper

Stanford HAI’s 2025 AI Index Reveals Record Growth in AI Capabilities, Investment, and Regulation

The 2025 AI Index by Stanford HAI provides a comprehensive overview of the global state of artificial intelligence, highlighting significant advancements in AI capabilities, investment, and regulation. The report details improvements in AI performance, increased adoption in various sectors, and the growing global optimism towards AI, despite ongoing challenges in reasoning and trust. It serves as a critical resource for policymakers, researchers, and industry leaders to understand AI's rapid evolution and its implications.

Read more

You May Also Like