Goldman Raises Global Data Center Capacity Forecast to 273 GW by 2030
Yahoo Finance ·
Goldman Sachs has upgraded its worldwide data center capacity projection for 2030 to 273 gigawatts from a previous 217 gigawatts, driven by accelerating artificial intelligence infrastructure demand and anticipated project announcements. According to a research note released on November 2, 2026, the updated outlook points to 170 GW of new capacity coming online following 2025, when global supply was roughly 103 GW. This massive expansion could demand cumulative capital expenditures of $8.5 trillion over five years, based on an estimated $50 billion per gigawatt. Annual worldwide capacity additions are projected to hit 25 GW in 2026, 32 GW in 2027, and 35 GW in 2028. Meanwhile, the U.S. capacity estimate for 2030 was elevated from 125 GW to 152 GW, with the nation expected to comprise 60% to 70% of global growth through the end of the decade.
AI 시장 분석
Goldman Sachs has raised its global data center capacity forecast for 2030 from the previous 217GW to 273GW. This reflects strong AI infrastructure demand and expectations for additional project announcements, with $8.5 trillion in capital expenditures expected over five years. Investors should focus on related technology and power sectors that will benefit from explosive infrastructure growth.
상승 영향
- AI — As Goldman Sachs raises its global data center capacity forecast for 2030 to 273GW and expects $8.5 trillion in capital expenditures over five years, surging AI infrastructure demand will directly improve the revenue and profitability of related technology companies.
- Semiconductors — As the expansion of GPUs and high-performance computing facilities within data centers accelerates, order volumes for hardware and semiconductor chip suppliers will surge, leading to direct earnings improvements.
DYAX 전담 분석
Goldman Sachs' upward revision implies that an additional capacity of 170GW is needed from 103GW in 2025 to 2030, with annual capital expenditures projected to surge from $457 billion in 2025 to $1.74 trillion in 2030. While this is expected to drive revenue growth for AI and semiconductor infrastructure suppliers, construction risks such as power shortages and rising financing costs could act as variables.
The bullish scenario is that AI demand exceeds expectations and the performance of related hardware companies surges, while the bearish scenario is that project execution is delayed due to power shortages and regulatory delays. Power supply stability and site acquisition capabilities will be key monitoring indicators.
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