The demand for power, driven in part by the rise of generative artificial intelligence, is set to grow to levels not seen in a generation. Goldman Sachs Research’s Carly Davenport, Alberto Gandolfi, and Brian Singer discuss the drivers behind their forecast of a surge in global power demand and the investments required to meet that demand.

Related articles on AI include AI is showing ‘very positive’ signs of eventually boosting GDP and productivity and Generative AI could raise global GDP by 7%.

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Power surge: AI, renewable energy, and the future of electricity 28:40 Share

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Power surge: AI, renewable energy, and the future of electricity