The acceleration is substantial. Year-over-year capacity additions are scheduled to reach 13.6 GW in 2026 and 36.3 GW in 2027, compared with realized additions of 6.4 GW in 2024 and 8.5 GW in 2025, according to Goldman Sachs Research. The forecasts draw on data center development schedules from Aterio. The Aterio data on data center activations uses granular facility-level data covering locations, permitting progress, construction status from official announcements, and satellite imagery.
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