Companies

Goldman Sachs

Goldman Sachs has financed major data center development projects in Texas, including lending for hyperscale facility construction and expansion.

Referenced in 2 briefingsLast referenced: May 4, 2026

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May 4, 2026

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NERC's Rare Grid Warning Hands Texas Developers an 18-Month Window

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

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Cancellations Quadrupled. Abilene's 2.1 GW Answer Is Off the Grid.

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.

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