AI's Power Demand 'Like Adding Another Japan': Goldman Highlights The 4 'T's & 7 'P's Constraining Supply

AI-driven data-center demand is still accelerating - even after model-efficiency gains - and as Goldman Sachs details below:  the constraint is no longer "is there enough electricity in theory?" 

It is whether turbines, transformers, transmission, skilled labor, water, and local politics can keep up.

Demand has been revised up again