{"id":"8ce4201e-f50c-4c82-b8d3-840412f83f11","name":"Goldman Sachs","slug":"goldman-sachs","description":"Global investment bank and securities firm. Tracked for its research forecasts on US data center capacity and power demand.","status":"public","founded":null,"hq":null,"hqLat":null,"hqLng":null,"hqGeocodedAt":null,"hqAddress":null,"hqPrecision":null,"website":"https://www.goldmansachs.com","fundingTotal":null,"type":"brain","roles":[],"reviewStatus":"reviewed","heatIndex":0,"lifecycleState":"active","supersededByCompanyId":null,"sources":[{"url":"https://www.channelnewsasia.com/business/goldman-sees-us-data-center-growth-intact-despite-opposition-6432591","title":"Goldman sees US data center growth intact despite opposition","sourceName":"Reuters (via CNA)","publishedAt":"2026-10-05"},{"url":"https://x.com/wallstengine/status/2107110283668078770","title":"Goldman Sachs U.S. data-center power demand forecast","sourceName":"X / @wallstengine","publishedAt":"2026-10-05"},{"url":"https://www.itiger.com/news/1189899754","title":"AI Capex Hits $1.7 Trillion: What Return Level Is Needed to Be Reasonable? Goldman Sachs Runs the Numbers","sourceName":"Tiger Brokers","publishedAt":"2026-09-25"},{"url":"https://x.com/jarrenfeldman/status/2107216384510029895","title":"X post on Goldman Sachs AI capex forecast","sourceName":"X/@jarrenfeldman","publishedAt":"2026-10-05"}],"keyFacts":[{"label":"US data center capacity forecast (reported, Oct 2026)","value":"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."},{"label":"US data center power demand (reported, Oct 2026)","value":"Forecasts 38% growth (12 GW) in 2026 and 38% (17 GW) in 2027; despite rising opposition, the outlook through 2027 'remains largely unchanged.'"},{"label":"AI capex forecast (reported, Sep 2026)","value":"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."},{"label":"AI data center build forecast (reported, Sep 2026)","value":"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."}],"aliases":["Goldman","The Goldman Sachs Group","GS"],"collisionRisk":"medium","reviewNote":null,"atsProvider":null,"atsSlug":null,"factoryLocations":null,"manufacturingCapacity":null,"orgType":null,"burnSignal":null,"litigationEvents":null,"insurancePostureDisclosed":null,"unitEconomicsDisclosed":null,"tickerSymbol":null,"stockExchange":null,"secCik":null,"revenueUsd":null,"revenueBasis":null,"revenueAsOf":null,"employeeCount":null,"employeeCountBasis":null,"employeeCountAsOf":null,"marketCapUsd":null,"marketCapAsOf":null,"marketCapSource":null,"createdAt":"2026-10-05T15:58:54.637Z","updatedAt":"2026-10-10T21:03:58.437Z","jsonLd":{"@context":"https://schema.org","@type":"Organization","@id":"https://registry.deploy.report/companies/goldman-sachs","url":"https://registry.deploy.report/companies/goldman-sachs","name":"Goldman Sachs","alternateName":["Goldman","The Goldman Sachs Group","GS"],"description":"Global investment bank and securities firm. Tracked for its research forecasts on US data center capacity and power demand.","identifier":"8ce4201e-f50c-4c82-b8d3-840412f83f11","publisher":{"@id":"https://deploy.report/#organization"}},"framework_metadata":{"framework_schema_version":"0.1.0","verification_status":"verified","maturity_stage":null,"lifecycle_state":null,"architectural_position":{"cohort":null,"sub_cohorts":[]},"within_cohort_verified_vs_claimed_pair":null,"cap_flags":[],"verification_depth":{"sources_count":4,"primary_source_types":[]}}}