Goldman Sachs Expects US Data Center Capacity To More Than Double Between End-2025 And End-2027

ReutersMay 6, 2026 5:49 AM

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May 6 (Reuters) - GOLDMAN SACHS:

EXPECTS US DATA CENTER CAPACITY TO MORE THAN DOUBLE BETWEEN END-2025 AND END-2027, REACHING 95GW IN END-2027
EXPECTS US DATA CENTER POWER DEMAND TO INCREASE FROM 31 GW IN 2025 TO 41/66 GW IN 2026/27 ASSUMING CAPACITY UTILIZATION RATE OF 70%
SAYS IT EXPECTS DATA CENTERS TO ACCOUNT FOR 8.5% OF TOTAL US POWER DEMAND
SAYS IT EXPECTS DATA CENTER ACCELERATION TO INCREMENTALLY TIGHTEN US POWER MARKETS, AND REINFORCE THE DIVERGENCE ACROSS REGIONS

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