Key insights
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Community support tied to perceived net benefits: Brad Smith said infrastructure buildouts will only progress when communities feel the gains outweigh the costs.
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Early coordination with utilities emphasized: Smith wrote that Microsoft will collaborate early, closely, and transparently with local utilities to add electricity and supporting infrastructure to the grid when needed for its data centers.
Takeaways
Microsoft said it will start implementing its “Community First AI Infrastructure” plan in the first half of 2026 in the U.S., including paying data center power costs, funding grid upgrades, and reducing water use intensity by 40% by 2030.