GOLDMAN SACHS: DEMOCRATIC WINS COULD THREATEN 45% OF US DATA CENTER EXPANSION Goldman Sachs warns that Democratic victories at state and local levels could trigger temporary data-center construction moratoria. 🔸 45% of planned US data-center capacity could be affected. 🔸 Texas alone accounts for roughly 25% of planned capacity. 🔸 Texas, Georgia and Michigan could introduce restrictions on tax breaks, electricity, water and environmental permits. However, Goldman expects any moratoria to be short-lived, with political pressure easing over time.(彭博社)