Goldman Sachs Research released a report analyzing the growth in global data center capacity, power infrastructure, and the role of Green Reliability Premiums. The report highlights five key drivers influencing the upside and downside of this expansion, emphasizing the impact of customer responses to chip efficiency advancements and the broader implications for AI-driven innovation. It also explores how these developments could contribute to Sustainable Development Goals. For more insights, visit Goldman Sachs' research page.
WS Investor
2025-01-24
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