<p>Goldman Sachs reveals US power sector maintains $2T investment resilience (2023-2032) despite OBBBA's $600B green incentive cuts. AI/data center demand drives 2.5% annual electricity growth, green reliability premium rises to $48/MWh. Key insight: reliability imperatives outweigh policy dependence, while 510K workforce gap emerges as critical constraint.</p>

Goldman Sachs reveals US power sector maintains $2T investment resilience (2023-2032) despite OBBBA's $600B green incentive cuts. AI/data center demand drives 2.5% annual electricity growth, green reliability premium rises to $48/MWh. Key insight: reliability imperatives outweigh policy dependence, while 510K workforce gap emerges as critical constraint.

Will AI Drain America's Grid? Goldman Studies Power Crisis

Two CFA professionals crack open everyday’s Wall Street Journal, distilling the essential headlines, the biggest winners and losers.

The show is conversational—no jargon, no rambling—but backed by decades of combined experience on the research desk and trading floor.

Perfect for your commute, coffee break, or pre-market scan.

Business

Two CFA professionals crack open everyday’s Wall Street Journal, distilling the essential headlines, the biggest winners and losers. The show is conversational—no jargon, no rambling—but backed by decades of combined experience on the research desk and trading floor. Perfect for your commute, coffee break, or pre-market scan.

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Will AI Drain America's Grid? Goldman Studies Power Crisis

Will AI Drain America's Grid? Goldman Studies Power Crisis