高盛2024年美国电力需求激增AI与数据中心的双重驱动研究报告英文版35页

EQUITY RESEARCH | April 28, 2024 | 10:34PM EDTGoldman Sachs does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, or go to www.gs.com/research/hedge.html. Analysts employed by non-US affiliates are not registered/qualified as research analysts with FINRA in the U.S.The Goldman Sachs Group, Inc.Carly Davenport +1(212)357-1914 carly.davenport@gs.comGoldman Sachs & Co. LLCAI, data centers and the coming US power demand surgeDriven by AI, broader demand and a deceleration in the pace of energy efficiency gains, global data center power demand is poised to more than double by 2030 after being flattish in 2015-20. This growth is the primary catalyst alongs