Goldman Sachs hikes AI power forecasts: 2030 data center capacity raised to 217GW
McDonaghMatthew · x · 2026-09-25
Goldman Sachs materially raised its AI power forecasts: global data center capacity in 2030 revised from 168GW to 217GW, 2025-30 global data center power demand growth from 117% to 170%, and behind-the-meter power in 2030 from 40GW to 67GW.
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