China AIDC and Power Virtual Corporate Day Takeaways

This report summarizes takeaways from Goldman Sachs' 2026 AIDC + Power Virtual Corporate Day, focusing on how AI data centers are driving demand and profitability for clean tech companies in China and overseas.

Key Takeaways

• 1.AI Data Centers (AIDC) in China are emerging as a major solution to renewable curtailment, with projects typically combining wind, solar, and 4-hour energy storage.
• 2.Tier 1 solar module players are expected to reach an operating profit inflection point in 2H26, supported by high-efficiency overseas shipments and domestic recovery.
• 3.Distributed energy storage demand is diversifying globally, with significant growth in Australia due to subsidies and South East Asia due to energy prices.

Table of Contents

• Solar
• Nuclear
• Distributed ESS
• Disclosure Appendix

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