Investigating the CapEx of large cloud companies gives good insight into the near-term future of the Data centre capacity. Still, it is possible to look even deeper into the future. Investigating gross property, plant, and equipment in the balance sheet shows the share of buildings compared to equipment (acquisition cost before depreciation). As AI server equipment is much more expensive per square meter than traditional CPU server equipment, I would have expected the share of equipment to grow faster than the share of buildings and improvements, but for Microsoft, this is different. Over the last year, Gross PPE in buildings has grown faster than in equipment. At the same time, Committed Construction skyrocketed more than 2.5 times to over $35B. Microsoft is constructing a lot of new bit barns for the future. This indicates that Microsoft's massive investment commitment will continue for a longer period, regardless of the return on AI.