Microsoft confirms Phoenix AI training; Goodyear campus link remains unverified

Project stage Operating / current expansion details unverified

FJI source-qualified: four-document gate met, including project-specific government evidence. Qualification evidence and decisions →

Project status: Microsoft says it operates datacenters in Goodyear; municipal and APS documents identify the PHX 10-11 infrastructure relationship. AI connection: Microsoft says MAI-Thinking-1 was primarily trained on company-owned Phoenix infrastructure, but does not name a Goodyear building. Epoch AI attributes training to Goodyear; the link is not independently confirmed by Microsoft's campus-specific disclosure. Current IT load and site economics: unknown. How we verify evidence.

Published and source checked October 28, 2026. This profile covers PHX 10-11 and does not merge the separate PHX 70 campus.

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What is documented near Goodyear?

The FJ map pin is placed at the midpoint of the City’s mapped PHX10 and PHX11 building address points on West Broadway Road; it is a representative campus-area point, not a surveyed centroid of the wider property. The City of Goodyear's PHX 10-11 agreement places Microsoft's property between Broadway Road and MC-85 and between Bullard Avenue and Litchfield Road. The City records Microsoft as the owner/developer and documents project-specific water, wastewater and industrial-discharge infrastructure. APS says the Runway substation on the Microsoft site serves its Goodyear data center and that a 230 kV line supports service and redundancy needs.

These records establish physical infrastructure relationships. They do not disclose a contracted or metered site load, household-rate effect, facility-level revenue, or the current computing capacity energized at the campus.

The AI connection: Phoenix is confirmed; a specific Goodyear building is not

In its MAI-Thinking-1 technical report, Microsoft says the model was primarily trained on Microsoft-owned infrastructure in Phoenix and post-trained in Dallas. The report also says Microsoft has committed more than $50 million to public water assets that include a municipal storage facility with the City of Goodyear. It does not identify the Phoenix campus or building used for training, and the $50 million is a regional commitment rather than PHX 10-11 spending. Microsoft also describes its Datacenter Academy at Estrella Mountain Community College and Glendale Community College; outcomes and local job counts were not independently assessed here.

Epoch AI's facility profile names Microsoft Goodyear as an AI data center and attributes MAI-Thinking-1 training to the Goodyear site. That is a useful independent lead, but its stated capacity and cost figures are modeled from satellite imagery, cooling-equipment assumptions, company disclosures and chip estimates. We retain the attribution as third-party reporting, not as a Microsoft-confirmed building assignment or a certified operating measure.

Our analysis: Goodyear is a credible part of the region's AI infrastructure story because Microsoft confirms Phoenix-based training and Goodyear-based data centers, while public utility and municipal records document local power and water systems. The missing link is a primary disclosure that names the specific campus or building used by that workload.

Water agreements: limits, investments and what is still unknown

The 2023 PHX 10-11 amendment required Microsoft to contribute $36 million toward an estimated $90 million expansion of Goodyear's 157th Avenue wastewater plant. It allowed up to 1.2 million gallons per day of wastewater-treatment capacity at full build-out; that is a treatment allowance, not a measurement of fresh water withdrawn or consumed. The same amendment required the fourth and fifth buildings to use air cooling, while permitting recirculating evaporative cooling for the earlier buildings.

A later City amendment records that Microsoft constructed a dedicated discharge line, pump station and water lines without drawing on its $5 million financial-assurance deposit; the entire deposit remained with the City at that checkpoint. A later clause allows the City to use the remaining deposit for escrow tied to a replacement water facility if specified conditions are met, while a refund is also conditional on further approvals and escrow requirements. The reviewed records do not establish whether those conditions were later satisfied or how the deposit was ultimately handled. The deposit is not a $5 million payment or verified campus capex. Current site-level water withdrawal, consumption and discharge remain undisclosed in the reviewed sources.

What the latest Microsoft earnings do—and do not—show

Microsoft's FY2027 first-quarter report, for the three months ended September 30, 2026, reported $92.3 billion in revenue, Azure growth of 48%, and $39.4 billion in additions to property and equipment company-wide. Those are current indicators of cloud demand and infrastructure intensity, but they do not identify Goodyear investment, AI-only sales or any return earned by PHX 10-11.

The earnings release was published October 28. Its timing makes it a useful update to this company connection, not evidence that the Goodyear site drove Microsoft's quarterly growth. The profile is centered on Microsoft; Alphabet has no documented role in this campus and is not included.

PHX 70 is a separate Goodyear project

Goodyear maintains separate development-agreement records for PHX 10-11 and PHX 70. Read the separate Citrus Road / West Indian School Road profile. The latter describes roughly 145 acres near Citrus Road and West Indian School Road. We do not combine its agreement or adjacent land purchases with PHX 10-11, and no planned use for recently acquired adjoining land is treated as confirmed here. DCD reported a separate 100-acre Microsoft land purchase near Citrus and Indian School in June 2026, citing CoStar, and said Microsoft declined to comment on its intended use. The city record shows PHX 70 nearby, but the reviewed materials do not conclusively map the purchased parcel to that agreement or establish its planned development.

Qualification status and next evidence

FJI source qualification: passed. Fourteen distinct documents were reviewed, including project-specific Goodyear agreements, APS utility evidence, Microsoft primary disclosures, independent reporting and current quarterly filings. Whole-project delivery and corporate-to-site attribution: not certified. Epoch AI's estimate is excluded from certified and aggregate project quantities.

• Direct Microsoft disclosure naming the Goodyear campus/building used for AI training or inference.
• Current City/APS evidence for building/phase status, Runway energization and site-specific electrical load.
• Metered site water withdrawal, consumption and wastewater discharge, kept as separate quantities.
• Campus-level project capex, attributable revenue or customer agreements.
• Clarification of PHX 70 and any later adjacent parcel plan, kept separate from PHX 10-11.

Sources and claim boundaries

1. City of Goodyear · City of Goodyear PHX 10-11 Sixth Amendment

   Names Microsoft Corporation as PHX 10-11 owner/developer and places the property between Broadway Road and MC-85, east of Bullard Avenue and west of Litchfield Road. Says Microsoft constructed the dedicated discharge line, pump station and water lines without drawing on a $5 million city-held financial-assurance deposit; the full deposit remained with the City at the time of the amendment. The deposit is not project capex or money paid to the City. The amendment covers PHX 10-11 only and does not establish current building count, current water consumption or campus AI workload.

   Document date: 2025-09-22; checked October 28, 2026. Locator: Resolution 2025-2489, Sixth Amendment recitals A and E–I, pp. 4–5 of PDF

2. City of Goodyear · Goodyear project record: Microsoft PHX 10-11

   City project portal identifies the PHX 10-11 infrastructure development agreement, executing status, 2019–2030 agreement window, and Microsoft responsibility for constructing on-site/off-site water, wastewater and industrial-discharge infrastructure. Portal's 50% progress value describes the agreement/work record, not campus construction completion. It is an agreement-level status and does not establish present project schedule or facility utilization.

   Document date: not established; checked October 28, 2026. Locator: Project title, status/dates and Details description

3. Arizona Public Service (APS) · Runway 230 kV power line

   APS identifies the Runway substation on the Microsoft Goodyear site and says the double-circuit 230 kV line supports service and redundancy needs of Microsoft’s data center. The line voltage and reliability purpose do not disclose Microsoft’s contracted MW, metered use, household-rate impact or current site IT load. APS page includes an old estimated completion date and does not itself confirm the line’s as-built status.

   Document date: not established; checked October 28, 2026. Locator: Project need and description

4. Microsoft AI · MAI-Thinking-1: Building a Hill-Climbing Machine

   Microsoft says MAI-Thinking-1 was primarily trained on Microsoft-owned infrastructure in Phoenix, Arizona, and post-trained in Dallas. It reports more than $50 million committed to public water assets, including a municipal water-storage facility with the City of Goodyear. Microsoft does not identify the Phoenix building or campus used for training. The $50 million amount is a Phoenix-area public-water-asset commitment and is not an allocation to PHX 10-11. Company statements are issuer-reported.

   Document date: not established; checked October 28, 2026. Locator: Section 6.4, PDF pp. 59–60

5. Epoch AI · Microsoft Goodyear AI data-center record

   Epoch AI independently lists Microsoft Goodyear as an operational AI data center and attributes MAI-Thinking-1 training to this facility. Epoch says its IT-power, compute and cost estimates use satellite imagery, a cooling-equipment model, company disclosures, chip availability and chip efficiency. Microsoft’s October technical report confirms Phoenix-wide training, not this specific site. Epoch’s modeled 202 MW and $7.7 billion are not Microsoft disclosures or verified measurements and are excluded from project totals.

   Document date: 2026-07-15; checked October 28, 2026. Locator: Facility summary, methodology note, updated date and Sources section

6. Microsoft in your community · Microsoft in Arizona

   Microsoft states that it operates datacenters in Goodyear and El Mirage in the Greater Phoenix area and describes its community initiatives. Company-wide Greater Phoenix statements; no facility-level load, staffing, water withdrawal or tax contribution disclosed on this page.

   Document date: not established; checked October 28, 2026. Locator: Arizona overview

7. City of Goodyear · Goodyear project record: Microsoft PHX 70

   City describes a separate Microsoft PHX 70 property of approximately 145 acres near the southeast corner of Citrus Road and West Indian School Road. PHX 70 is a separate city agreement and campus from PHX 10-11. This record does not establish the purpose of a later parcel purchase adjacent to PHX 70 or current construction status.

   Document date: not established; checked October 28, 2026. Locator: Project title and Details description

8. Microsoft Corporation · Microsoft Form 10-Q for quarter ended September 30, 2026

   Official quarterly report read; includes unaudited three-month financial statements. Company-wide revenue was $92.279 billion and additions to property and equipment were $39.367 billion in the quarter. The filing reports Azure revenue growth of 48% in accompanying earnings material. Company-level measurements; no Goodyear/Phoenix allocation, AI-only revenue, site capex or site earnings can be inferred. Additions to property and equipment are not all attributable to AI facilities.

   Document date: 2026-10-28; checked October 28, 2026. Locator: Financial statements pp. 3 and 6; management discussion and segment information

9. Microsoft Investor Relations · Microsoft FY 2027 Q1 results

   Microsoft reports Q1 FY2027 revenue of $92.3 billion, Microsoft Cloud revenue of $63.9 billion (+30%) and Azure growth of 48% for the quarter ended September 30, 2026. These corporate and segment totals do not identify the Goodyear campus, AI-only sales or site-level investment. Microsoft fiscal Q1 is July–September, not calendar Q3.

   Document date: 2026-10-28; checked October 28, 2026. Locator: Results and Business Highlights

10. Pinnacle West Capital Corporation and Arizona Public Service Company · Pinnacle West / APS Q2 2026 Form 10-Q

    Combined official quarterly filing identifies APS as a Pinnacle West subsidiary; separate financial statements cover both registrants through June 30, 2026. Company-wide utility statements; they do not allocate revenue, capital spending, costs or returns to Runway or Microsoft. Q3 2026 results were scheduled for November 3, 2026 and were not yet released on the review date.

    Document date: 2026-08-04; checked October 28, 2026. Locator: Cover and table of contents; registrant-specific financial statements

11. ABC15 Arizona · Microsoft agrees to make data centers air cooled amid water challenges

    Independent local reporting on Goodyear's 2023 council-approved PHX 10-11 amendment: Microsoft agreed to contribute $36 million toward an estimated $90 million expansion of the 157th Avenue wastewater plant; buildings 4 and 5 were to use air cooling, while the earlier buildings could use recirculating evaporative cooling. It reports a 1.2 million gallons/day wastewater capacity allowance at full build-out. Historical agreement terms, not current measured withdrawal or consumption. The $36 million contribution is not a statement of actual cash disbursed in this article; 1.2 MGD is wastewater-treatment capacity, not daily water consumption.

    Document date: 2023-03-14; checked October 28, 2026. Locator: Council action and amendment terms

12. Data Center Dynamics · Microsoft purchases 100 acres next to existing data center campus in Goodyear, Arizona

    DCD reports Microsoft bought 100 acres for $131 million near Citrus and Indian School roads and that Microsoft declined to comment on the planned use. The report attributes the transaction to CoStar. A nearby purchase does not establish which Microsoft campus it adjoins, the parcel use, construction, AI workloads or project capex; the City separately records PHX 70 near the same roads.

    Document date: 2026-06-11; checked October 28, 2026. Locator: Article paragraphs 1–10; price, location and no-comment attribution

13. Pinnacle West Capital Corporation · Pinnacle West sets date for third-quarter 2026 results

    Pinnacle West said it planned to release Q3 2026 results before U.S. markets opened on November 3, 2026. This is a scheduled future release, not reported Q3 results; it contains no Runway or Microsoft project allocation.

    Document date: 2026-10-02; checked October 28, 2026. Locator: Release paragraphs 1–3

14. City of Goodyear · City of Goodyear parcels and addressing GIS: PHX10 and PHX11 address points

    The City of Goodyear GIS address layer returns mapped address points for 14250 W Broadway Rd Bldg PHX10 (33.407923, -112.364875) and Bldg PHX11 (33.408932, -112.364931), both on APN 50007984A. The map pin is their midpoint (33.408428, -112.364903), representing the PHX10/PHX11 site area. The point is an approximate marker between the two city-mapped buildings, not the centroid or full boundary of the approximately 279-acre PHX 10-11 property. Address points do not establish current building operations or AI workloads.

    Document date: not established; checked October 28, 2026. Locator: Parcels and Addressing MapServer, Address Feature Layer (ID 9); FullAddress and geometry returned in WGS84.

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