New from @GoldmanSachs Global Institute: "The prevailing narrative frames AI as an energy apocalypse that will overwhelm our electrical grid. We argue the opposite: AI datacenters can become grid assets, unlocking massive capacity currently constrained by outdated peak-demand planning. By aligning AI's computational flexibility with the grid's need for demand response, we can expand capacity immediately using power infrastructure that is already built and paid for. ... AI workloads, with their unprecedented flexibility, represent a unique opportunity to adapt to this new reality. With over $300 billion of annual investment,26 AI infrastructure is providing the economic impetus that hasn't existed for decades to make curtailment participation viable at scale. Curtailment may sound like arcane grid terminology, but it's actually where two core revolutions of our lifetime collide: AI and renewable energy. For tech companies, private equity sponsors, infrastructure developers, and utilities, today's AI curtailment experiments have the potential to become tomorrow's template for a new energy paradigm that unlocks value from existing assets while accelerating both AI deployment and clean energy viability."