According to Chaoxiang Research, Goldman Sachs' report on August 6 raised its forecast for global data center electricity demand growth by 2030 to 170%. Hyperscaler capital expenditures and R&D are projected to reach $1.2 trillion in 2026 and increase to $1.7 trillion in 2027. Applying a green and reliable power premium of $40 to $48 per MWh to global新增 demand, total industry spending in 2030 is estimated at $45 to $53 billion. AI is expected to reduce the time from R&D initiation to first revenue in drug discovery from 13 years to 10 years, creating enterprise present value of approximately $84 to $93 billion.
Goldman Sachs Raises Its 2030 Global Data Center Power Demand Forecast
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Summary
Goldman Sachs cited global crypto policy in its August 6 report, raising the 2030 global data center power demand forecast to 170%. Hyperscale vendors are expected to spend $1.2 trillion in 2026, rising to $1.7 trillion in 2027. With a $40–$48/MWh premium for green power, 2030 spending could reach $45–$53 billion. AI is also reducing drug development timelines, adding $84–$93 billion in enterprise value. Inflation data remains a key factor in energy pricing strategies.
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