TAG
Goldman Sachs
2 articles on this topic, newest first.
US AI Data Centers Are Headed for 90GW. Gigawatts Now Matter More Than Dollars
Goldman Sachs expects US data center capacity to grow from 64GW at the end of 2026 to 90GW at the end of 2027. The AI race is moving from buying GPUs to building power plants and transmission lines alongside them.
AI Needs to Find $1 Trillion a Year From Somewhere to Pay Back Its Capex
Saying AI capex is big is no longer the point. The harder question is what end users have to pay for the buildout to pencil out, and Goldman Sachs puts that number at roughly $1 trillion a year.
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