Goldman sees US data center growth intact despite opposition尽管面临反对,高盛仍认为美国数据中心增长势头不会受到影响
Oct 5 (Reuters) - Rising political opposition to US data centers has limited near-term impact on their rapid expansion, Goldman Sachs said, with its growth outlook through 2027 remaining largely intact.

Exterior of the Equinix SV11 data center in San Jose, California, U.S., September 16, 2026. REUTERS/Elizabeth Mendez
Oct 5 (Reuters) - Rising political opposition to US data centers has limited near-term impact on their rapid expansion, Goldman Sachs said, with its growth outlook through 2027 remaining largely intact.
Goldman raised its 2026 year-end US data center capacity forecast by 5 gigawatts(GW) to 64 GW, while reducing its 2027 year-end forecast by 5 GW to 90 GW, in a note on Sunday.
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2026年9月16日,美国加利福尼亚州圣何塞市Equinix SV11数据中心外景。路透社/伊丽莎白·门德斯
10 月 5 日(路透社)——高盛表示,尽管美国数据中心面临的政治反对日益高涨,但其对数据中心快速扩张的短期影响有限,其到 2027 年的增长前景基本保持不变。
高盛在周日发布的一份报告中,将 2026 年底美国数据中心容量预测上调 5 吉瓦 (GW) 至 64 吉瓦,同时将 2027 年底预测下调 5 吉瓦至 90 吉瓦。
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