Key insights
- Increased power demand from AI data centers could benefit energy, grid, nuclear, copper, and data center infrastructure companies. Goldman Sachs estimates a 165% increase in data center power demand by 2030. This shift suggests potential investment opportunities in these sectors as AI adoption grows, indirectly supporting the technology sector's expansion.
If AI demand keeps accelerating, the real winner may not only be the best model, it may be whoever controls power and infrastructure.
The IEA projects (link below) global data centre electricity consumption could reach \~945 TWh by 2030, nearly double current levels. Goldman Sachs also estimates data centre power demand could rise as much as 165% by the end of the decade (link below).
That explains why energy, grids, nuclear, copper, and data centre infrastructure are suddenly becoming part of the AI trade.
What do you things, in long term, what matters more: smarter models or scarce power?
Sources: [IEA Energy and AI Report](https://www.iea.org/reports/energy-and-ai/energy-demand-from-ai?utm\_source=chatgpt.com) [Goldman Sachs AI Power Demand Report](https://www.goldmansachs.com/insights/articles/ai-to-drive-165-increase-in-data-center-power-demand-by-2030?utm\_source=chatgpt.com)