Goldman Sachs raised its 2030 global data centre capacity forecast to 273GW from 217GW, up from about 103GW in 2025, implying roughly $8.5tn of capital spending over five years at $50bn per GW. It lifted its 2030 US forecast to 152GW from 125GW.
Goldman Sachs says data centre investment could reach $8.5tn over five years
NewsFeeds update
More AI updates
Every update is a short rewrite, by AI in our own words, of a flash from the outlet named on it, credited and linked. Not investment advice.
Breaking news and our own Originals on your phone or desktop, the moment they are out. A few alerts a day at most.