Goldman now sees global data center capacity reaching 217GW by 2030 while power demand growth jumps to 170%.
Behind the meter power was also raised from 40GW to 67GW as AI campuses increasingly bring their own generation.
$SPCX , $NBIS , $IREN , $CIFR, $CRWV, $APLD, $WULF
Behind the meter power was also raised from 40GW to 67GW as AI campuses increasingly bring their own generation.
$SPCX , $NBIS , $IREN , $CIFR, $CRWV, $APLD, $WULF
