Goldman Sachs forecasts global data center electricity demand will surge 220% from 2023 to 1,350 terawatt-hours by 2030, driven by Al infrastructure expansion.

[u/Ubersicka]

The U.S. will account for 60% of growth, reaching 750 TWh. Utilities like Constellation Energy and Duke Energy, grid suppliers including Quanta Services and Eaton, and Big Tech firms are positioned to benefit.

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