AI boom is creating unprecedented demand for power. So where will this power come from?

AI Exchanges: Where Will the Power Come From?

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"AI Exchanges: Where Will the Power Come From?"

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/pdfs/insights/goldman-sachs-exchanges/ai-exchanges-where-will-the-power-come-from/transcript.pdf

"The AI boom is creating unprecedented demand for power. So where will this power come from? Goldman Sachs’ Rebecca Kruger, a partner in the Natural Resources Group in the firm’s investment banking business, joins Goldman Sachs Exchanges’ co-hosts Allison Nathan and George Lee to discuss why power may be the biggest bottleneck on delivering the promises of AI.&nbsp;For more, read “<a href=\"/content/gs/gscom/what-we-do/investment-banking/insights/articles/powering-the-ai-era\">Powering the AI Era</a>.” \r\n&nbsp;\r\nThis episode was recorded on July 9, 2025.\r\n"

The AI boom is creating unprecedented demand for power. So where will this power come from? Goldman Sachs’ Rebecca Kruger, a partner in the Natural Resources Group in the firm’s investment banking business, joins Goldman Sachs Exchanges’ co-hosts Allison Nathan and George Lee to discuss why power may be the biggest bottleneck on delivering the promises of AI.&nbsp;For more, read “<a href="/what-we-do/investment-banking/insights/articles/powering-the-ai-era">Powering the AI Era</a>.” 
&nbsp;
This episode was recorded on July 9, 2025.

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