人工智能数据中心电力需求_推动增长与制约的 6 大要素-GS SUSTAIN_ AI_Data Center Power Demand_ The 6 Ps driving growth and constraints

13 October 2025 | 12:03AM EDT Equity Research GS SUSTAIN AI/Data Center Power Demand: The 6 Ps driving growth and constraints As AI investment and legacy data demand continues to grow, we revisit our data center power demand outlook and the six drivers of upside/downside: Pervasiveness of AI, Productivity of servers and compute, Prices of electricity needed to expand supply, Policy initiatives, Parts availability to source varied types of generation, and People availability for infrastructure construction a ...