According to潮向 Research, a Goldman Sachs report dated August 31, 2026, noted that the governors of Texas and Pennsylvania signed executive orders in August tightening regulations on data center development. Goldman Sachs utilities analysts believe the impact on high-quality, large-scale projects will be minimal, with speculative and undercapitalized projects being hit hardest. SMCI’s F4Q26 earnings report showed quarterly orders exceeding $60 billion, with FY27 revenue guidance of $65 to $72 billion, representing a 75% year-over-year increase, approximately 70% of which is tied to pure AI deployments.
Goldman Sachs: Texas and Pennsylvania Strengthen Data Center Approvals as AI Computing Demand Rises
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Summary
On August 31, 2026, Goldman Sachs reported that the governors of Texas and Pennsylvania signed orders to tighten approvals for data centers. This move impacts speculative and capital-deficient projects more than large-scale ones. SMCI’s F4Q26 earnings revealed orders exceeding $600 billion, with FY27 revenue guidance of $650–$720 billion, representing a 75% year-over-year increase. AI and crypto news remains robust, with 70% of growth linked to AI deployment. Inflation data continues to be a key macro factor for investors.
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