Goldman Sachs: AI race faces energy bottleneck

A report from Goldman Sachs indicates that delays in the development of energy infrastructure threaten to disrupt the AI race, as artificial intelligence models require significant energy consumption and face issues connecting to the power grid. It is expected that global electricity demand for data centers will increase by 170% between 2025 and 2030, with the United States accounting for over 60% of this growth. Projects aimed at expanding energy capacity and securing supply are experiencing considerable delays, with a backlog of projects totaling 2,600 gigawatts waiting for connection. Typically, each project faces delays ranging from 3 to 5 years, hindering the ability to meet rising demand and increasing financial risks for investors—especially given the heavy reliance on debt financing for expanding energy and infrastructure sectors.

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