Goldman Sachs recently said that although the US data center is facing increasing political opposition, this will have limited impact on its rapid expansion in the short term. The bank believes that the growth prospects for US data centers will remain essentially unchanged until 2027. In a report released on Sunday, Goldman Sachs raised the US data center capacity forecast for the end of 2026 by 5 gigawatts to 64 gigawatts, and lowered the forecast for the end of 2027 by 5 gigawatts to 90 gigawatts.

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