高盛：2024年AI与数据中心驱动的全球电力需求激增：绿色数据中心的推动力及投资启示研究报告（英文版）

As global data center power demand grows 165% by 2030 vs. 2023 per our estimates, we continue to see Big Tech taking an all-in approach to sourcing power and pursuing low-carbon solutions. Our analysis of levelized cost of energy suggests while there is not a Green Premium for intermittent solar/wind power in the US, there is a significant Green Reliability Premium for low-carbon roundthe-clock power solutions (nuclear, solar, wind, battery storage). Nevertheless, we view the Green Reliabilit