Goldman Sees US Data Center Growth Intact
Goldman Sachs reports that rising political opposition to US data centers has limited near-term impact on expansion. The brokerage updated its capacity forecasts through 2027 while noting persistent community concerns.
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United States data center capacity will reach 64 GW by late 2026, according to Goldman Sachs Group Inc. Despite mounting community pushback, the broader expansion outlook through 2027 remains resilient. Power demand from these facilities is projected to climb 38% in both 2026 and 2027 to fuel artificial intelligence models.
