Goldman warns grid bottlenecks could stall AI buildout as data center power demand set to surge 170%

Goldman Sachs warns that power infrastructure constraints, not capital, are the primary bottleneck to the AI data center buildout, projecting a 170% surge in global data center power demand. The report highlights the mismatch between rapid AI growth and slow grid permitting/construction, posing a systemic risk to trillions in planned spending. This is a corroborated analyst assessment, not a hard data release, but it aligns with growing industry concerns.