ABOUT THIS EPISODE
Goldman Sachs raised its 2026 U.S. data center capacity by 5 gigawatts to 64GW in 2026 while lowering its 2027 forecast by 5GW to 90GW. As Lisa Martin explains, the data center boom is broadening and becoming more physical. However, additional commitments from Meta Platforms (META), OpenAI, and others don't offer much wiggle room amid existing supply constraints. Ron Westfall believes Goldman Sachs' estimates will come to fruition due to the demand push outweighing supply. He explains how AMD Inc. (AMD) and Western Digital (WDC) will serve as key beneficiaries in the expansion.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch
Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore
Watch on DistroTV - https://www.distro.tv/live/schwab-network/
Follow us on X – https://twitter.com/schwabnetwork
Follow us on Facebook – https://www.facebook.com/schwabnetwork
Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
About Schwab Network - https://schwabnetwork.com/about
