Goldman raises global data center capacity forecast to 273 GW by 2030

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Investing.com -- Goldman Sachs raised its forecast for global data center capacity to 273 gigawatts by 2030 from 217 gigawatts previously, citing stronger artificial intelligence infrastructure demand and expectations for further project announcements. Still guessing which stocks will beat the market? Our AI portfolio updates monthly and is outperforming the S&P 500 by 118%. See this month's list » The revised outlook implies 170 GW of additional capacity from 2025, when worldwide supply stood at approximately 103 GW, according to a November 2 research note. The expansion could require $8.5 trillion in cumulative capital expenditure over five years, based on an estimated $50 billion per gigawatt, including computing infrastructure.