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[$790b](/topic/$790b)

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"AI-powered data centers are sparking a historic US power demand boom $GS Goldman Sachs forecasts XXX% global growth by 2030 needing $790B in grid investments & 82GW new capacity. Hyperscalers like $AMZN $MSFT $GOOGL $META won't slow. Goldman Sachs highlighted several Buy-rated companies and industry players across the power supply chain: Fuel & Power Suppliers: NextEra Energy (NYSE: $NEE) Vistra Corp. (NYSE: $VST) Constellation Energy (NASDAQ: $CEG) Kinder Morgan (NYSE: $KMI) EQT Corp. (NYSE: $EQT) Capacity Builders: Xcel Energy (NASDAQ: $XEL) First Solar Inc. (NASDAQ: $FSLR) GE Vernova"  
[X Link](https://x.com/OptionsPro101/status/1977896149462983064) [@OptionsPro101](/creator/x/OptionsPro101) 2025-10-14T00:36Z 4920 followers, 1352 engagements