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AI CURATED HOT STORY · 11/3/2026

Goldman Sachs Raises 2030 Global Data Center Capacity Forecast to 273GW

1 reports archived1 independent sourcesupdated 11/3/2026, 20:58:49
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Goldman Sachs has raised its forecast for global data center capacity in 2030 from 217GW to 273GW, estimating a potential capital expenditure of $8.5 trillion over the next five years. The report highlights that rapid expansion by Neocloud providers to meet GPU demand is a key driver behind the upward revision, particularly in the US market.

LATEST/Goldman Sachs has raised its forecast for global data center capacity in 2030 from 217GW to 273GW, estimating a potential capital expenditure of $8.5 trillion over the next five years. The report highlights that rapid expansion by Neocloud providers to meet GPU demand is a key driver behind the upward revision, particularly in the US market.

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