AI Data Centers Drive Electricity Demand: Goldman Sachs Picks 16 Stocks To Play The Trend
AI Data Centers Drive Electricity Demand: Goldman Sachs Picks 16 Stocks To Play The Trend
人工智能數據中心推動電力需求：高盛精選16只股票來發揮潮流
Escalating electricity needs from running AI data centers will create downstream investment benefits in the utilities, renewable energy generation, and industrial sectors, according to Goldman Sachs.
高盛表示，運行人工智能數據中心所需的電力需求不斷增加，將爲公用事業、可再生能源發電和工業領域帶來下游投資收益。
In a recently published study, equity analyst Carly Davenport has listed a basket of stocks positioned to benefit from the potential massive surge in U.S. power demand.
在最近發表的一項研究中，股票分析師卡莉·達文波特列出了一系列有望從美國電力需求的潛在大規模激增中受益的股票。
The investment bank forecasts that data center power demand will grow at 15% compound annual growth rate from 2023-2030. This growth trajectory is expected to elevate data centers' share of total US power demand to 8% by 2030, up from the current level of approximately 3%.
該投資銀行預測，從2023年到2030年，數據中心電力需求將以15％的複合年增長率增長。預計這一增長軌跡將使數據中心在美國電力需求總量中所佔份額從目前的約3％提高到2030年的8％。
The "U.S. power demand...
“美國的電...
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