Goldman Sachs published a report shifting the AI/data center debate from capacity commitments to capacity delivery, identifying hard bottlenecks (grid, power equipment, optical networks), emerging constraints (water, temperature, workforce), and social license issues. It highlights beneficiaries including 53 Buy-rated stocks and case studies of Ulanqab and Johor.
Goldman Sachs turns bullish on Asia-Pacific data center infrastructure enablers, emphasizing that execution bottlenecks will determine winners as capacity commitments scale.
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