Goldman Sachs' most recent research report has significantly raised its projection for the increase in global data center electricity consumption by 2030. The new forecast indicates a 175% surge from the 2023 levels, surpassing the prior estimate of 165%. This increase is akin to incorporating the entire electricity demand of a new nation that ranks among the top ten global electricity consumers. Analysts at Goldman Sachs highlighted that the evolution of AI large models will substantially boost electricity requirements, with AI being aptly termed as an 'electricity-devouring monster' that is set to unleash an unprecedented 'super bull market' for electricity stocks. Regarding investment strategy, Goldman Sachs advises concentrating on three primary themes: 'reliability—availability—efficiency,' and structuring investments based on the '6P' framework.