Goldman Sachs Raises 2030 Data Center Capacity Forecast to 273 GW

Goldman Sachs' upward revision of data center capacity forecasts could increase demand for NVDA's GPUs and have a positive impact. However, the price has fallen 10%, with RSI at 35.97 and MACD negative, indicating weak momentum in the short term. Trading above the 20-day and 50-day moving averages, the price signals that the trend remains downward. Therefore, although the news is positive, technical indicators do not support a clear upward direction in the short term. In the near term, the market may remain neutral, with a slight recovery expected.

Goldman Sachs' upward revision of its 2030 data center capacity forecast to 273 GW signals structural optimism for data center demand and represents medium- to long-term positive news for data center-focused REITs such as EQIX. However, such capacity forecasts have limited impact on short-term pricing; indeed, EQIX rose only 0.45% at the last close. Technical indicators are mixed: RSI at 49.8 is in neutral territory, MACD is slightly below its signal line, and the price is trading just below the SMA20 and SMA50. Therefore, the news may have a moderately positive effect in the short term, but a strong breakout requires volume and trend confirmation. A cautiously positive stance is appropriate rather than an overly ambitious bullish expectation.