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Goldman Sachs data centre spending forecasts

Story timeline · 2 updates, 3 Nov to 7 Nov 2026

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

Every update is a short rewrite, by AI in our own words, of a flash from the outlet named on it, credited and linked. Updates are joined into one story by AI; our editors can change a story’s name or take an update out. Not investment advice.