About this episode
Brian Singer discusses the potential sources and constraints of power demand growth in AI-powered data centers.
As the demand for AI-powered data centers continues to grow, Goldman Sachs Research’s Brian Singer explains the potential sources—and constraints—of power demand growth. This episode was recorded on March 3rd, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here…
People in this episode
Guest: Brian Singer
Topics covered
- AI
- data centers
- power demand
- constraints
- Goldman Sachs Research
Keywords
- AI
- data centers
- power demand
- Goldman Sachs
- Brian Singer
Mentioned in this episode
Organizations: Goldman Sachs
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