Goldman Sachs CEO Sees Substantial U.S. Data Center Investment

Goldman Sachs CEO David Solomon said he is optimistic the United States will attract substantial investment in data centers and computing capacity.

Goldman Sachs projects U.S. data center construction spending of $80 billion in 2026 and $100 billion in 2027, up from earlier estimates of $67 billion and $87 billion, respectively. Its $125 billion projection for 2028 was its first estimate for that year. The bank’s data center spending forecasts include the three annual estimates.