“The data center expansion could require $8.5 trillion in cumulative capital expenditure over five years, based on an estimated $50 billion per gigawatt, including computing infrastructure.”
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)
Resolvable by cumulative global data center capex over 2026–2030.