高盛：2024代际增长报告：人工智能/数据中心的全球力量激增及其对可持续性的影响（英文版）

For years, power demand from data centers was flat despite a near tripling in the data workload. Now with the pace of power eciencies decelerating and AI demand building, our updated analysis implies data center power demand is poised to grow 160% by the end of the decade, which should drive a signi$cant acceleration to a level of electricity growth in the US and Europe not seen in a generation. We believe this should enhance investment opportunities across the power supply chain bene$ting f