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AI Data Centers Drive Electricity Demand: Goldman Sachs Picks 16 Stocks To Play The Trend

Escalating electricity needs from running AI data centers will create downstream investment benefits in the utilities, renewable energy generation, and industrial sectors, according to Goldman Sachs. In a recently published study, equity analyst Carly Davenport has listed a basket of stocks positioned to benefit from the potential massive surge in U.S. power demand. The investment bank forecasts that data center power demand will grow at 15% compound annual growth rate from 2023-2030. This growt

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