"Datacenter capacity is forecast to surge 50 percent by 2027 driven by AI demand, with the sector's energy consumption doubling by 2030, according to the latest research from Goldman Sachs. But the financial services biz says it's watching for signs that AI adoption may fall short of current hype. The AI boom has created a "frenzied atmosphere" where major tech companies are "living in fear of being disrupted and deploying capital to play as much offense as they're playing defense," according to Goldman Sachs Managing Director Eric Sheridan."
"Global datacenter capacity currently stands at approximately 62 gigawatts, according to research published by Goldman Sachs, with cloud workloads accounting for 58 percent, traditional workloads 29 percent, and AI just 13 percent - up from virtually nothing in early 2023. By 2027, the prediction is that AI workloads will represent 28 percent of all capacity, while cloud's relative share falls to 50 percent, and traditional workloads to 21 percent. This doesn't imply cloud or traditional workloads are declining, just that AI is growing faster and taking up an increasing part of a larger overall market."
Datacenter capacity is projected to increase roughly 50 percent by 2027, driven largely by rapid growth in AI workloads. Current global capacity is about 62 gigawatts, with cloud at 58 percent, traditional workloads at 29 percent, and AI at 13 percent, up from near zero in early 2023. By 2027 AI workloads are expected to reach 28 percent of capacity while cloud falls to 50 percent and traditional to 21 percent, reflecting faster AI expansion within an enlarging market. Hyperscalers are likely to drive most investment in advanced AI server infrastructure, and semiconductor revenues could surge as hardware demand rises.
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