Goldman Sachs

August 24, 2026

U.S. data-center demand is projected at 66 GW by 2027, with Goldman Sachs seeing 36.3 GW of scheduled additions in 2027 alone.

August 14, 2026

Nvidia's $500B financing platform with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR shortens GPU financial close and does nothing to queues, turbines, or transformers.

August 3, 2026

Koch Inc. is shopping Edged, its US and European data center operator with active Texas capacity, in a process Goldman Sachs is running that could reach $15 billion, according to a report; multiple bids are in hand with no final deal.

May 4, 2026

Goldman Sachs separately pegged AI infrastructure capex at $7.6 trillion through 2031, anchored to NVIDIA forward revenue, and flagged that a small number of supply-side assumptions move the headline number.

April 24, 2026

The American Farm Bureau Federation notes Texas ranks second nationally with 546 active or under-construction facilities behind Virginia's 706, with Goldman Sachs projecting a 10.4 GW supply gap persisting into 2028.