PremiumThe Contrarian Data Center Trade: Goldman Raises Its Construction Forecast Into The Blue Wave, Sees Spending Through 2030
It has been a rough week to be a data center.
Since Tuesday night, when the blue tsunami handed governors' mansions in states holding roughly 45% of planned US capacity to candidates promising to pause new builds, the AI infrastructure trade has gone from crowded to radioactive. Nasdaq futures puked the moment the Texas race swung:
