Data Center Boom May Turn Into Long-Term Glut Risk, Goldman Warns

In a note to clients earlier this week, Goldman analyst Vinay Viswanathan provided an update on the U.S. data center securitization market for their clients. He noted that the market, driven by massive investments in facilities equipped with thousands of GPUs that power large language models, is on track to hit a record this year. However, the analysts cautioned that they remain "cautious about the long-term supply/demand balance