Broker Research: Sector, Macro and Strategy Notes

Goldman Sachs·2026-11-04Thematic

Goldman Sachs·2026-11-02Thematic

Global live data center capacity: raised2030US data center capacity: raised2030

Goldman Sachs·2026-10-29Thematic

China robotics supply chain·Overweight

Goldman Sachs·2026-10-24Thematic

002600.SZ992.HK

Goldman Sachs·2026-10-21Thematic

2308.TWETNLR.PASU.PAVRT

Goldman Sachs·2026-10-21Thematic

Goldman Sachs·2026-10-19Thematic

002475.SZ2317.TW2330.TWAAPL

Goldman Sachs·2026-10-15Thematic

Goldman Sachs·2026-10-12Thematic

CEG VST

Goldman Sachs·2026-10-12Thematic

SMSN MU SNDK

Goldman Sachs·2026-10-11Thematic

Goldman Sachs·2026-10-09Thematic

ASPI.US

Goldman Sachs·2026-10-04Thematic

US data center capacity: 64 GWend-2026US data center capacity: 90 GWend-2027

Goldman Sachs·2026-10-01Thematic

SOFTBANK

Goldman Sachs·2026-09-29Thematic

AMZN MA V WMT

Goldman Sachs·2026-09-24Thematic

AMZN GOOGL MA META V

Goldman Sachs·2026-09-24Thematic

AMZN GOOGL META MSFT ORCL

Goldman Sachs·2026-09-23Thematic

HPQ.USINGM.USNTAP PENG SMCI

Goldman Sachs·2026-09-23Thematic

Research: Broker notes on sectors, macro, rates and strategy

Key takeaways from DCD Connect Conference

Global Technology_ Global Data Center Capacity update_ Increasing capacity estimates

CHINA AI ROBOTICS: Expert call on Frontier Foundation Models in Physical AI & Embodied Robotics

GC Tech: AI AR glasses: Rokid’s store visit: AI and enhancing hardware specifications to drive end demand

MULTI-INDUSTRY: Primer on 800VDC and implications for Electricals companies

Analyzing the Impact of AI on Staffing Industry Profit Pools

GC Tech: iPhone Duo foldable phones see strong pre-orders; New form factor Premium models attract consumption

Music in the Air: 10 Years on: Recomposing the narrative around AI, pricing, and opportunities in ad-supported and D2C

Nuclear Nuggets: Global reactor tracker -October edition; 3Q26 Preview

Global Technology: Semiconductors-Memory: High-performance NAND

GS SUSTAIN & APAC DATA CENTERS: From Commitments to Capacity: Bottlenecks, Mitigation Pathways and Beneficiaries

Americas Clean Energy: Nuclear: Disruptive Cleantech Series: Quantum Leap Energy

Power Tracker: US Data Center Outlook Largely Intact Despite Rising Political Scrutiny

JAPAN PORTFOLIO STRATEGY More than meets the AI: a new framework for Japan’s expanding AI universe

Entering the Agentic AI Era for the Commerce Landscape

AMERICAS TECHNOLOGY: Entering the Agentic AI Era for the Commerce Landscape

Americas Technology: Sizing the AI Economy Needed to Justify ROIC on Hyperscaler AI Capex

Carbonomics: Behind-the-meter power solutions for data centers: gas turbines, fuel cells and reciprocating engines

Americas Technology: Hardware: Enterprise AI case study: How are hardware companies using AI agents internally?

GS SUSTAIN: HK Green Week Takeaway & First Five-Year Plan Read-Across: Focusing on adaptation, transition and resilient supply chain