高盛：2024代际增长报告：人工智能、数据中心和即将到来的美国电力需求激增（英文版）

Driven by AI, broader demand and a deceleration in the pace of energy efficiency gains, global data center power demand is poised to more than double by 2030 after being flattish in 2015-20. This growth is the primary catalyst alongside increasing manufacturing/industrial production and broader electrification trends, to an acceleration in US electricity demand CAGR to 2.4% through the end of the decade from 0% in the last decade. We believe supporting data center driven load growth will requ