The US is racing ahead in artificial intelligence, but its biggest obstacle is more than chips, rare earths, or talent — it’s electricity, according to a new report from Goldman Sachs.
The US power grid is already straining under the surge of data centers fueling AI models, with these massive facilities now accounting for about 6% of total US electricity demand.
That share is expected to nearly double to 11% by 2030, pushing parts of the country’s grid past critical limits, Goldman’s analysts estimate.
AI’s Next Bottleneck Isn’t Just Chips
