Goldman SachsArticle
Is There Enough Data Center Capacity for AI?
Goldman Sachs Research's base case is that data center occupancy peaks around 93% next year as AI demand surges, examining whether new supply can keep pace with hyperscaler buildouts.
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Provenance
- Publisher
- Goldman Sachs
- Obtained from
- Goldman Sachs
- Published
- Dec 11, 2025
- Last updated
- Jun 28, 2026 (1 month ago)
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