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Schwab Network guests argue Goldman Sachs' U.S. data center capacity forecast, about 90 gigawatts by 2027, is credible because demand from hyperscalers and AI builders will outpace available supply, forcing more physical buildouts. Ron Westfall says that pressure will translate directly into higher orders for chips, memory, and storage, and he highlights Advanced Micro Devices and Western Digital as clear beneficiaries. Lisa Martin emphasizes that the boom is becoming more physical, meaning more power, more racks, more long-term vendor commitments rather than just cloud software spending.