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Goldman Sachs raises US data centre spending forecasts through 2028

NewsFeeds update

Goldman Sachs raised its US data centre construction spending forecast to $80bn for 2026 and $100bn for 2027, and first projected $125bn for 2028. It said about 86GW of projects are under construction and H100 rental prices are up 26% year on year.

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The story so far: Goldman Sachs data centre spending forecasts

Goldman Sachs raised its 2030 global data centre capacity forecast to 273GW from 217GW, implying roughly $8.5tn of capital spending over five years, and lifted its 2030 US forecast to 152GW. It has now raised its US data centre construction spending forecast to $80bn for 2026 and $100bn for 2027, first projecting…

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

  2. Goldman Sachs raises US data centre spending forecasts through 2028

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