正文 · AI 翻译
IT Home reported on November 3, citing Cailian Press, that Goldman Sachs released a research report yesterday raising its forecast for global data center capacity in 2030 from 217 GW to 273 GW. That would be a substantial increase from approximately 103 GW in 2025, representing a compound annual growth rate of about 21%.
Goldman Sachs expects about 170 GW of data center capacity to be added globally over the next five years. Based on a rule-of-thumb assumption of $50 billion in investment per GW (IT Home note: approximately RMB 333.27 billion at the current exchange rate), this would imply potential capital expenditure of about $8.5 trillion (approximately RMB 56.66 trillion at the current exchange rate).
Goldman Sachs also raised its forecast for U.S. data center capacity in 2030 from 125 GW to 152 GW. It expects a cumulative 103 GW to be added after 2025, accounting for about 60% of the capacity added globally over the same period. Goldman Sachs believes that the rapid expansion of new cloud service providers such as Neocloud to meet GPU demand is also one of the main reasons for raising its U.S. capacity forecast.