《高盛：2024年AI与数据中心驱动的全球电力需求激增：绿色数据中心的推动力及投资启示研究报告（英文版）（36页）.pdf》由会员分享，可在线阅读，更多相关《高盛：2024年AI与数据中心驱动的全球电力需求激增：绿色数据中心的推动力及投资启示研究报告（英文版）（36页）.pdf（36页珍藏版）》请在三个皮匠报告上搜索。

1、Goldman Sachs does and seeks to do business with companies covered in its research reports.As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report.Investors should consider this report as only a single factor in making thei

2、r investment decision.For Reg AC certification and other important disclosures,see the Disclosure Appendix,or go to employed by non-US affiliates are not registered/qualified as research analysts with FINRA in the U.S.The Goldman Sachs Group,Inc.EQUITYRESEARCH|November 3,2024|8:01 PM ESTFull list of

3、 authors insideKash Rangan+1 415 249-7318 kash.r Goldman Sachs&Co.LLCCarly Davenport+1 212 357-1914 car ly.davenpor t Goldman Sachs&Co.LLCBrendan Corbett+1(415)249-7440 br endan.cor bet t Goldman Sachs&Co.LLCBrian Lee,CFA+1 917 343-3110 br Goldman Sachs&Co.LLC John Mackay+1 212 357-5379 Goldman Sach

4、s&Co.LLC James Schneider,Ph.D.+1 212 357-2929 jim.schneider Goldman Sachs&Co.LLC Neil Mehta+1 212 357-4042 neil.meht Goldman Sachs&Co.LLC Eric Sheridan+1 917 343-8683 er ic.sher Goldman Sachs&Co.LLC Brian Singer,CFA+1(212)902-8259 br ian.singer Goldman Sachs&Co.LLCTyler Bisset,CFA+1 212 357-5510 t y

5、ler.bisset Goldman Sachs&Co.LLCAI/DATA CENTERS GLOBAL POWER SURGEThe push for the Green data center and investment implicationsAs global data center power demand grows 165%by 2030 vs.2023 per our estimates,we continue to see Big Tech taking an all-in approach to sourcing power and pursuing low-carbo

6、n solutions.Our analysis of levelized cost of energy suggests while there is not a Green Premium for intermittent solar/wind power in the US,there is a significant Green Reliability Premium for low-carbon round-the-clock power solutions(nuclear,solar,wind,battery storage).Nevertheless,we view the Gr