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Goldman Sachs says data centre investment could reach $8.5tn over five years

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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.

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