高盛：2024为欧洲供电报告：人工智能数据中心和电气化将推动电力消耗增长约40%-50%（英文版）

Over the past fifteen years, Europe's power demand has been hit by exogenous shocks (the GFC, Covid, the Energy Crisis) and a slower-than-expected electrification process. As a result, since 2008 electricity consumption has cumulatively declined by c.10%. However, this trend might be about to reverse: the rapid expansion of datacenters and gradual pick up of the electrification process could boost Europe's power demand by c.40%-50% over the coming ten years, we estimate. In an industry w