---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000916762.md"
description: "Goldman Sachs forecast ~108GW of data center demand in 2030 (US-only).Key beneficiaries:- $Firstenergy(FE.US) & $Talen Energy(TLN.US): exposure to PJM and upside from generation/transmission opportunities.- $Xcel Energy(XEL.US): exposure to the growing MISO market.- $Duke Energy(DUK.US): benefits via ~15.4 GW high-confidence large load pipeline + favorable regulatory environment in the Southeast.- $Sempra Energy(SRE.US): capture opportunities in Texas via T&D capital investment.- IPPs like $Talen Energy(TLN.US), $Vistra(VST.US), and $NRG Energy(NRG.US) are best positioned to benefit from rising power prices and incremental data center PPAs across both PJM and ERCOT."
datetime: "2026-09-28T20:55:29.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000916762.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000916762.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000916762.md)
author: "[Paradi Lab](https://longbridge.com/en/profiles/27651407.md)"
generator: "portal-rs"
---

# Goldman Sachs forecast ~108GW of data center deman…


### Related Stocks

- [VST.US](https://longbridge.com/en/quote/VST.US.md)
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- [GS.US](https://longbridge.com/en/quote/GS.US.md)
- [FE.US](https://longbridge.com/en/quote/FE.US.md)
- [TLN.US](https://longbridge.com/en/quote/TLN.US.md)
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- [GS-D.US](https://longbridge.com/en/quote/GS-D.US.md)
- [XEL.US](https://longbridge.com/en/quote/XEL.US.md)
- [DUK.US](https://longbridge.com/en/quote/DUK.US.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**