AI and Data Center Power Demand Analysis

This analytical report from Goldman Sachs explores the projected growth in global data center power demand, highlighting five key drivers of upside and downside risks. It emphasizes the importance of Reliability as a multi-year investment theme, driven by rising power demand, infrastructure challenges, and AI innovations. Investors are advised to consider this report as part of their investment decision-making process. For further details, refer to the Disclosure Appendix.