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Goldman Sachs sees AI investment shift to data centres

Goldman Sachs reports a shift in AI investment focus.

Goldman Sachs has identified a significant shift in AI investment, with a growing focus on the data centre infrastructure essential for running AI systems. As the market matures, investors are prioritizing companies that own large data centres, moving away from those offering narrow AI tools. This trend is driven by the increasing demand for computing power, with AI workloads expected to account for 30% of total data centre capacity by 2028, leading to a projected 175% rise in global data centre power demand by 2030.

Key Takeaways

1.
Goldman Sachs predicts AI workloads will represent 30% of total data centre capacity by 2028.
2.
Global data centre power demand is expected to rise by 175% by 2030 due to AI workloads.
3.
Investors are increasingly favoring companies with established data centre infrastructure.

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