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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 Nathan and George Lee on the Goldman Sachs Exchanges podcast to discuss how data centers will source that power, the key bottlenecks, and the impact of growing pushback from some local communities.
Key takeaways:
- The rise in power demand from AI more broadly is forecast to be the equivalent of adding another Japan to the world’s power consumption by 2030 compared to the start of 2024.
- Goldman Sachs Research sees seven key binding constraints for data center power today including price, policy, and people. Delays for connecting data centers to regional US power grids are as long as seven years.
- The Mid-Atlantic region should remain the largest US data center power market until at least 2030, but the Midwest is set to overtake Texas for second place.
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