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via finance.yahoo.comTech & AI

Goldman raises global data center capacity forecast to 273 GW by 2030

FROM THE WIRE · FINANCE.YAHOO.COM

Investing.com -- Goldman Sachs raised its forecast for global data center capacity to 273 gigawatts by 2030 from 217 gigawatts previously, citing stronger artificial intelligence infrastructure demand and expectations for further project announcements. Still guessing which…

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MARKET IMPACTNEUTRAL✦ News Impact agent estimateTone: expected bullishThe upward revision in AI infrastructure demand may support cloud and data center related stocks.AI-generated summary
✦ IN BRIEF · AIAI-generated summary
  1. 01Goldman Sachs now expects 273 GW of data center capacity by 2030, up from 217 GW.
  2. 02The estimate implies up to 8.5 trillion dollars of cumulative capital expenditure over five years.
  3. 03Annual capacity additions are projected at 25 GW in 2026, 32 GW in 2027 and 35 GW in 2028.
NEWS IMPACT AND MARKET REACTIONChange since the story · reference
Oracle CorporationORCLStock116.05 USDMarket closedtoday +0.77%Positive Microsoft CorporationMSFTStock530.61 USDMarket closedtoday -0.99%Positive The Goldman Sachs Group, Inc.GSStock865.82 USDMarket closedtoday -0.36%Neutral
Impact and summary are estimates by the News Impact AI agent, not financial advice.Open in Markets

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