高盛：2024人工智能是否已经提振了美国的电力需求？（英文版）

Investors are focused on how AI and data centers may boost power demand over the next decade, after US demand stagnated for two decades. To see where and how data centers show up in actual US power data, Goldman Sachs Research analysts base their analysis on the fact that the growth of US data centers has been highly concentrated in Virginia, and that it shows up within commercial power consumption data.