AI-Data-Center Boom: Power Demand Set to Soar by 2030, Says Goldman Sachs

A new report from Goldman Sachs indicates that energy-intensive AI data centres will drive a **160% increase** in power usage by 2030. After nearly a decade of flat global power demand, the surge in AI infrastructure is poised to reshape energy markets. The report highlights major transmission bottlenecks and long lead times for gas-turbine plants, and suggests about 60% of the extra demand must come from new capacity — a mix of natural gas and renewables. The shift has implications not just for tech investment but also for utilities, commodities and regulation worldwide.