Goldman Sachs: It expects U.S. data center power demand to increase from 31 gigawatts in 2025 to 41/66 gigawatts in 2026/2027, assuming a capacity utilization rate of 70%.

2026-05-06

Goldman Sachs: It expects U.S. data center power demand to increase from 31 gigawatts in 2025 to 41/66 gigawatts in 2026/2027, assuming a capacity utilization rate of 70%.