DEPLOYDatabase

Company

Goldman Sachs

Global investment bank and securities firm.

Status
Public

Overview

Global investment bank and securities firm. Tracked for its research forecasts on US data center capacity and power demand.

Verified record

Verified deployments
None on file
Active incidents
None on file

Key facts

US data center capacity forecast (reported, Oct 2026)

An Oct 4 2026 note raised the end-2026 forecast by 5 GW to 64 GW and cut end-2027 by 5 GW to 90 GW, per Reuters.

US data center power demand (reported, Oct 2026)

Forecasts 38% growth (12 GW) in 2026 and 38% (17 GW) in 2027; despite rising opposition, the outlook through 2027 'remains largely unchanged.'

AI capex forecast (reported, Sep 2026)

About $1.3T of AI infrastructure capex in 2027 (up about 60%) and about $2.0T in 2028 (up about 42%), per a Tiger Brokers summary.

AI data center build forecast (reported, Sep 2026)

About 20 GW of new AI data centers in 2026, 35 GW in 2027 and 57 GW in 2028, assuming about $42B of capex per GW. The note is not public.

Data & sources

Web sources

4

4 sources backing this record.View all →

Safety record

No incidents on record for Goldman Sachs.

Only active incidents are counted. Retracted incidents are excluded from this summary but remain reachable at their canonical URLs.

Full safety record: incidents, sourcing, and exposure data →

Recent coverage

Goldman Sachs in third-party press

Mentioned on (14)

Registry pages whose text names Goldman Sachs.