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
人工智能数据中心推动电力需求：高盛精选16只股票来发挥潮流
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，运行人工智能数据中心所需的电力需求不断增加，将为公用事业、可再生能源发电和工业领域带来下游投资收益。
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.
在最近发表的一项研究中，股票分析师卡莉·达文波特列出了一系列有望从美国电力需求的潜在大规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%.
该投资银行预测，从2023年到2030年，数据中心电力需求将以15％的复合年增长率增长。预计这一增长轨迹将使数据中心在美国电力需求总量中所占份额从目前的约3％提高到2030年的8％。
The "U.S. power demand...
“美国的电...
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