Executive Summary
Microsoft announced it will pay higher electricity rates where it builds data centers to cover new power generation and grid upgrades, eliminating tax breaks and rate discounts. This voluntary cost transparency, triggered by Trump's Truth Social pressure, represents a strategic shift from cost optimization to social license preservation. The move validates our November thesis that hyperscalers would build private power generation behind-the-meter rather than draw from public grids. Microsoft's w...
Key Investment Opportunity
Infrastructure Monopolization Play
Microsoft's voluntary cost transparency and co-location strategy creates insurmountable barriers for smaller cloud providers, accelerating market consolidation
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