
Goldman Sachs
AI and Data Center Power Demand Drivers
Pages
19
Time to read
46 mins
Publication
Language
English

Pages
19
Time to read
46 mins
Publication
Language
English
This analytical report examines the projected growth of data center power demand, driven by AI and non-AI factors, anticipating a 175% increase by 2030. It identifies six critical drivers affecting power demand, including AI pervasiveness, server productivity, electricity prices, policy initiatives, parts availability, and workforce considerations. The report also highlights investment opportunities across the power supply chain in response to rising demand and infrastructure challenges.