Renewable Power Is Fastest Way to Feed US AI Needs, Goldman Says

Solar, wind and battery-storage projects are the fastest way to increase power supply to meet the needs of data centers in the coming years, Carly Davenport, head of US power and utilities research at Goldman Sachs, says in a phone interview.

• Developers that haven’t reserved natural gas turbines won’t get them before 2029, so that’s not a short-term option, she said, citing conversations at the Goldman Sachs Energy, CleanTech & Utilities Conference in Miami this week
• Incoming Trump Administration is unlikely to pursue a full-scale repeal of renewable-energy tax credits in Biden’s Inflation Reduction Act because many of those ...