[UPDATE] Goldman says US data center growth outlook through 2027 largely intact despite local opposition
Reuters reported a Goldman Sachs note saying political and community pushback against US data centers has had limited near-term effect on buildout. Goldman raised its 2026 year-end US capacity estimate by 5 GW to 64 GW and cut its 2027 estimate by 5 GW to 90 GW, while noting that public sentiment has turned more negative. This bears on the data-center local-opposition theme, which the note describes as industry-wide. Single reporting source (Reuters, syndicated). Points to watch: permitting actions and the politics around the Nov 3 midterms.