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高盛:2024代际增长报告:人工智能、数据中心和即将到来的美国电力需求激增(英文版)

  • 2024年06月08日
  • 50 金币

Driven by AI, broader demand and a deceleration in the pace of energy efficiency gains, global data center power demand is poisedto more than double by 2030 after being flattish in 2015-20. This growth is the primary catalyst alongside increasingmanufacturing/industrial production and broader electrification trends, to an acceleration in US electricity demand CAGR to 2.4%through the end of the decade from 0% in the last decade. We believe supporting data center driven load growth will requ

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