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Ways AI Data Center Capacity Will Reach 90GW by 2027 & How AMD, WDC Benefit
Source: youtube.com
Artificial IntelligenceTechnology & InnovationInfrastructure & DefenseAnalyst Insights
Goldman Sachs raised its 2026 U.S. data center capacity forecast by 5GW to 64GW, while lowering its 2027 forecast by 5GW to 90GW. The revisions point to near-term capacity growth but a lower 2027 estimate; the article describes the data center boom as broadening and becoming more physical.
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