Goldman Sachs Warns Power Delays Could Slow AI Data Center Openings

Goldman Sachs warns that delays in building power infrastructure could slow AI data center openings, limiting how quickly planned computing capacity becomes available as power demand rises.

AI infrastructure is driving an expected sharp increase in data center power demand. That growth makes the timing of power construction central to planned openings.

About half of planned capacity may come online on schedule over the next couple of years. The estimate refers to capacity, rather than the number of individual facilities.