Wire · operational-macro
Goldman sees US data center growth intact despite opposition
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Fusion42 · 6 October 2026 · Fusion42 review
Goldman Sachs reports that US data center capacity growth through 2027 remains largely intact despite rising political and community opposition, with total capacity forecasts adjusted slightly upwards for 2026 and downwards for 2027. Concerns over electricity demand and local impacts have sparked negative public sentiment and political challenges ahead of the US midterm elections.
This Wire brief sits within Fusion42's coverage of Cloud Infrastructure.
◆ ◆ The Wire takeaway
You face a data center market still growing fast despite political pushback, signalling continued demand for power and space but also rising regulatory and community hurdles to clear. Investors and developers must move now to engage local stakeholders or risk delays as these battles shape site approvals ahead of the elections.
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1 source · 5 Oct 2026
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