“Global data center capacity will scale to ~273 GW by 2030 — raised from 217 GW previously — implying about 170 GW of additions from the roughly 103 GW of worldwide supply in 2025, a ~21% compound annual growth rate; U.S. capacity rises to 152 GW by 2030 from 125 GW previously.”
Global Investment Research division, Goldman Sachs
Said Nov 2, 2026Deadline Dec 31, 2030Goldman Sachs Global Investment Research note, November 2, 2026 (reported by Investing.com, November 6, 2026)
Target year 2030; resolvable against global installed data center capacity estimates (451 Research / Goldman baseline of ~103 GW in 2025).