Goldman Sachs warns AI bubble could burst datacenter boom

The Register
Sep 2, 2025, 7:22 am338 ptsTop
Investment bank predicts capacity surge to 92 GW by 2027 but remains on high alert for market weakness Datacenter capacity is forecast to surge 50 percent by 2027 driven by AI demand, with the sector's energy consumption doubling by 2030, according to the latest research from Goldman Sachs. But the financial…

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