The Goldman Sachs Group Inc.

11/10/2025 | Press release | Distributed by Public on 11/10/2025 16:23

GS SUSTAIN: Data Center Power Demand: The 6 Ps Driving Growth and Constraints

Goldman Sachs Research projects data center power demand to surge 175% by 2030 vs. 2023 levels, the equivalent of adding another Top 10 power consuming country. This report explores six key factors-Pervasiveness of AI, Productivity of servers and compute, Prices of electricity needed to expand supply, Policy initiatives, Parts availability, and People availability-that will shape opportunities and challenges for energy infrastructure and investment.

  • GS SUSTAIN
    AI/Data Center Power Demand: The 6 Ps Driving Growth and Constraints
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