The Zhitong Finance App learned that Goldman Sachs said in a newly released research report that it has updated the global data center capacity forecast based on the latest data from the 451 Research database. Currently, it is estimated that by 2030, the global data center supply will reach 273 GW (previously the forecast was 217 GW at the time of the last update in July 2026), which means that 170 GW of capacity will be added after 2025, and the net additional capacity in 2026, 2027, and 2028 will be 25 GW, 32 GW, and 35 GW, respectively.

Zhitongcaijing · 4d ago
The Zhitong Finance App learned that Goldman Sachs said in a newly released research report that it has updated the global data center capacity forecast based on the latest data from the 451 Research database. Currently, it is estimated that by 2030, the global data center supply will reach 273 GW (previously the forecast was 217 GW at the time of the last update in July 2026), which means that 170 GW of capacity will be added after 2025, and the net additional capacity in 2026, 2027, and 2028 will be 25 GW, 32 GW, and 35 GW, respectively.