According to Goldman Sachs, on November 7, the investment bank raised its U.S. data center construction spending forecasts, projecting 2026 capex at $80 billion (up from $67 billion), 2027 at $100 billion (up from $87 billion), and introducing a 2028 forecast of $125 billion. The increases reflect strong demand from hyperscalers including Microsoft, Amazon, and Google; H100 GPU rental prices have climbed 26% year-over-year, while GB200 prices are up 50% year-to-date.

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