Goldman Sachs raised its 2026 US data center capacity forecast by 5 GW to 64 GW in a note published on Sunday and cut the 2027 figure by the same 5 GW to 90 GW. The two-year total did not change. Only the timing did.
- Goldman added power demand growth of about 38 percent in both years, or 12 GW in 2026 and 17 GW in 2027.
- About one in three Americans approve of the pace of construction, and Amazon has committed $1 billion to the communities hosting its campuses.
- Grid operators are auditing interconnection queues rather than turning gigawatt-scale requests away.
The forecast to watch is 2027, because that is where the siting fights will land. The read is that local opposition is a cost and a delay, not a ceiling. Read the full analysis.
Get the next one before it is old news
Independent analysis of cloud-native infrastructure, Kubernetes and data center economics. No vendor spin.