"Power is probably the forever bottleneck": Grid delays threaten the AI race.

Goldman Sachs warns that the U.S. power grid's slow expansion and permitting delays could bottleneck AI growth, as data center power demand is expected to surge 170% globally by 2030. The bank estimates $7.6 trillion in capital spending on computing and power infrastructure through 2031, but grid connection delays and project cancellations pose risks to AI investments.