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Goldman sees US data center growth intact despite opposition

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.

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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

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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