Goldman Sachs
June 9, 2026
Research Unplugged: Data Centers and Behind the Meter Solutions
EquitiesIndustrialsEnergy
This report/podcast transcript discusses power bottlenecks at data centers and explores 'behind the meter' solutions, focusing on the utility of fuel cells and gas turbines.
Key Takeaways
- 1.Data centers face significant power bottlenecks, driving investor interest in 'behind the meter' (BTM) energy solutions.
- 2.Fuel cells and gas turbines are identified as viable alternatives to address increasing power demand.
Table of Contents
- Speakers
- Moderator
- Topics
- Related Research
- Global Market Intelligence
- Resource Corner
- Macro Publications & Features
- Micro Publications & Features
- Listening in at Goldman Sachs
- Disclosure Appendix
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Authors
Sahar IslamMichele Della Vigna, CFA
Securities
CWR.L2338 HK / 000338 SZ
Themes
Data CentersEnergy Transition
Regions
EuropeUnited StatesChina
