--- title: "Goldman Sachs Expects US Data Center Capacity To More Than Double Between End-2025 And End-2027" type: "News" locale: "en" url: "https://longbridge.com/en/news/285317374.md" datetime: "2026-05-06T05:49:32.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/285317374.md) - [en](https://longbridge.com/en/news/285317374.md) - [zh-HK](https://longbridge.com/zh-HK/news/285317374.md) --- # Goldman Sachs Expects US Data Center Capacity To More Than Double Between End-2025 And End-2027 May 6 (Reuters) - GOLDMAN SACHS: \* EXPECTS US DATA CENTER CAPACITY TO MORE THAN DOUBLE BETWEEN END-2025 AND END-2027, REACHING 95GW IN END-2027 \* EXPECTS US DATA CENTER POWER DEMAND TO INCREASE FROM 31 GW IN 2025 TO 41/66 GW IN 2026/27 ASSUMING CAPACITY UTILIZATION RATE OF 70% \* SAYS IT EXPECTS DATA CENTERS TO ACCOUNT FOR 8.5% OF TOTAL US POWER DEMAND \* SAYS IT EXPECTS DATA CENTER ACCELERATION TO INCREMENTALLY TIGHTEN US POWER MARKETS, AND REINFORCE THE DIVERGENCE ACROSS REGIONS ### Related Stocks - [GS.US](https://longbridge.com/en/quote/GS.US.md) - [W4VR.SG](https://longbridge.com/en/quote/W4VR.SG.md) ## Related News & Research - [Exporters sell US corn to South Korea- USDA](https://longbridge.com/en/news/285950025.md) - [HAITI PM SAYS HE WOULD LIKE FOR ELECTIONS TO HAPPEN BY END OF 2026, WITH AN ELECTED PRESIDENT BY FEB. 7 2027](https://longbridge.com/en/news/285967729.md) - [Goldman expects US data center demand to more than double by 2027 vs 2025](https://longbridge.com/en/news/285330565.md) - ['Plumbing' for AI data centers — and visions of 372% growth — have funds salivating for this IBD 50 stock](https://longbridge.com/en/news/285568659.md) - [Share repurchase programme: Transactions of week 19 2026](https://longbridge.com/en/news/285887172.md)