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AI datacenter boom could end badly, Goldman Sachs warns

Friday December 12, 2025. 03:24 PM , from TheRegister
Bank sketches four scenarios in which monetization falters or demand swamps supply by 2030
Goldman Sachs warns that datacenter investments may fail to pay off if the industry is unable to monetize AI models, but hedges its bets by saying that demand could also overwhelm available capacity by 2030.…
Read more at TheRegister
https://go.theregister.com/feed/www.theregister.com/2025/12/12/ai_datacenter_investments_goldman/

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