As power needs ramp up, the efficiency gains of data center infrastructure are beginning to slow, according to Davenport, a US utilities research analyst in Goldman Sachs Research. “Growth from AI, broader data demand, and a deceleration of power efficiency gains is leading to a power surge from data centers,” she writes.
How much is AI power consumption expected to rise?
Power demand from data centers is on track to grow more than 160% by 2030, compared to 2023 levels, Goldman Sachs…
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