23 Sep 2026
Goldman Sachs predicts half of scheduled data center capacity will be delayed; Kristian Fields of Klover explains the rise of off-site enclosure construction in Northern Virginia.
Goldman Sachs
AKA goldman
Goldman Sachs is actively financing significant technology infrastructure, particularly in the artificial intelligence sector, through a large AI infrastructure financing platform. The bank's strategy involves providing crucial capital to industry partners and facilitating substantial investments in emerging technologies. This engagement highlights Goldman Sachs' role in enabling major technological advancements and its commitment to the rapidly growing data center market, where it is among numerous lenders.
The firm's approach extends to direct asset acquisition within critical technology infrastructure, reflecting a proactive stance. Recent developments indicate a nuanced strategy, with partners like NVIDIA providing residual value guarantees for AI data center campuses. While specific details on these guarantees are undisclosed, they underscore the complex financial structures being employed to navigate these dynamic sectors.
Goldman Sachs anticipates potential capacity delays in the data center market. In response to such challenges, innovative construction methods like off-site fabrication of data center enclosures are being explored. This suggests a focus on operational realities and potential solutions to mitigate delays, complementing the firm's broader financial enablement and investment strategies in the technology infrastructure space.
Last updated September 27, 2026
Coverage
24 Aug 2026
NVIDIA committed up to $105 billion in residual value guarantees for SB Energy's Ohio AI data center campus on August 17, covering potential resale value.
18 Aug 2026
Fifteen lenders are financing the significant expansion of data center construction, accounting for $1.3 trillion in debt for 4,296 facilities nationwide.
17 Aug 2026
NVIDIA established a $500 billion AI infrastructure financing platform by signing memoranda with major financial firms, including 25 percent residual support.
11 Aug 2026
Nvidia has partnered with financial giants Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to establish a $500 billion financing program for its customers.
25 Jul 2026
Multiple reports indicate a US power shortfall of 50-80 GW by 2030, highlighting issues with phantom pipelines and overstated job creation in the data center sector.
8 Jul 2026
A job listing from OpenAI suggests that ChatGPT may eventually be capable of performing tasks currently handled by junior analysts at Goldman Sachs.
8 Jun 2026
Alphabet is securing up to $80 billion in equity financing for its AI infrastructure expansion, involving a $10 billion anchor investment from Berkshire Hathaway and placement services from Goldman Sachs.
14 May 2026
Goldman Sachs has acquired QScale, a Canadian data center firm, following a strategic review of the company.
18 Mar 2026
QScale is undergoing a strategic review and shareholder reorganization that may include receiving a substantial $1.5 billion investment offer from Goldman Sachs.