GS SUSTAIN: Generational Growth — AI/data centers’ global power surge and the sustainability impact

For years, power demand from data centers was flat despite a near tripling in the data workload. Now with the pace of power efficiencies decelerating and AI demand building, data center power demand is poised to grow 160% by the end of the decade, according to Goldman Sachs Research. The analysts believe this should enhance investment opportunities across the power supply chain benefitting from Green Capex, volume growth and innovation. They continue to see a myriad of potential benefits from AI towards advancing sustainable goals.