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The Outlook for Data Center Power Demand as AI Token Use Grows
Goldman Sachs 2026-09-01 に公開
Global data center power demand could rise 170% by 2030 from 2025 levels according to Goldman Sachs Research’s Brian Singer and Carly Davenport. They joined hosts Allison ...more
Goldman Sachs Research’s Brian Singer on the physical environment’s constraint on AI power supply
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Goldman Sachs Research’s Brian Singer on the power demand outlook
Goldman Sachs 2026-09-01 に公開
GS Research's Carly Davenport on how utilities are balancing data center growth & reliability
Goldman Sachs 2026-09-01 に公開