GOOGLGOOGLAlphabet Inc. Class A
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P Equity Research πŸ“°P Equity Research πŸ“°
10 Nov, 16:00

Beneficiary of Texas data center expansion

Bullish-0.24%

AI Summary

Highlights Goldman Sachs data projecting significant Texas data center capacity growth, positioning major cloud providers as key beneficiaries.

Goldman Sachs: Texas alone makes up 26% of 2026-30 cumulative data center capacity net additions $GOOGL $META $MSFT $AMZN $ORCL

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