Prediction: Global Elites Replace Net Zero Goals and Narrative With...

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AI is poised to drive 160% increase in data center power demand

For years, data centers displayed a remarkably stable appetite for power, even as their workloads mounted. Now, as the pace of efficiencies in electricity use slows and the AI revolution gathers momentum, Goldman Sachs Research estimates that data center power demand will grow 160% by 2030.

In three reports, Goldman Sachs Research lays out the global, US, and European implications of this spike in electricity demand. At present, data centers worldwide consume 1-2% of overall power, but this ratio will likely rise to 3-4% by the end of the decade. Along the way, the carbon dioxide emissions of data centers may more than double from 2022 to 2030.

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