Goldman Sachs Research

AI/data centers' global power surge: Five drivers of upside/downside and the Reliability investment tailwind

In this report, we provide our latest analysis of expected growth in data center capacity, power infrastructure and Green Reliability Premiums, frame upside/downside implications from customer responses to chip efficiency gains and highlight key metrics to consider the ultimate breadth of AI's potential innovations that could advance Sustainable Development Goals.

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  • AI/data centers' global power surge
    Five drivers of upside/downside and the Reliability investment tailwind