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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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