Data Center Surge Strains Infrastructure as AI Demand Soars
• AI demand underestimated; massive growth in data centers needed
• Cloud providers seeing huge surge in data center requests, some reserving entire campuses
• Urgent infrastructure upgrades needed for new data centers - power grids, electricity
• Physical and infrastructure limitations pose challenges to rapid expansion
• Companies like those in Goldman's "Power Up America" basket will benefit from investment in grid, electrification, etc.