Cooling towers of the three mile island nuclear power plant in Middletown, Pennsylvania, 30 October, 2024.
Daniel Davis | CNBC
Power companies that are the most exposed to the data center boom of the tech sector falls on Monday, as the introduction of China’s Deepsake Open-SOS AI Laboratory inspired investors to question that the Artificial Intelligence App How much energy you will consume.
Vastra For 2025, erasing its profit decreased by about 30%. Constellation energy, Talan Energy And Gay vannova More than 20%of the tumblled, two later shares also abandoned this year’s profit.
Prior to Monday’s sale, Planetarium, Vastra and GE Vennova topped the S&P500 as investors estimated that AI data centers would promote the demand for huge amounts of electricity.
Natural gas shares also fell greatly on Monday, some investors believe that the region may get a big boost expected from the demand for a data center. Provision Eqt Corp. About 10% lost during pipeline companies Kinder Morgan And Williams companies Freight more than 8%.
Deepsek released an AI model on the Christmas day, in which AI CEO Alexandra Wang described in an interview with CNBC last week, which was in the form of “Earth Chauder”. Scale AI AI provides training data for applications.
Deepsek followed the release of an argument model called Deepsek-R1 last week that competes with the O1 model of openiI. Deepsek has since reached the top of the mobile app store. Wang said that Deepsek has essentially caught with openi.
Wang told Andrew Sorkin of CNBC to Andrew Sorkin of CNBC in an interview at the World Economic Forum in Davos, Switzerland, “his model is actually performing top, or broadly with the best American model. “
Microsoft CEO Satya Nadella Deepsek is described as “super-compute skilled”. Bank of America analysts noted on Monday that Deepsek is challenging the perception of American leadership in AI and cloud capex, chip development and high expectations for power needs are raising doubts about. “
Tech companies have estimated so much power requirement to supply data centers that they have seen nuclear power rapidly as a source of reliable, carbon-free energy.
For example, the constellation has signed a Shakti Agreement Microsoft Harisburg, to resume three mile island nuclear plant outside Pennsylvania. Talen is a power Heroic Data centers with electricity from nearby smooth nuclear plant.
Wistra has not yet signed the data center deal, although investors look at their atomic and natural gas assets. GE Vennova has increased this year as the market believes its gas and electric grid business will benefit from AI demand.
Analysts of Bank of America said that grid investment in the US and Europe is still necessary.
Analysts said, “Electrical grid load in Europe and America is one of the low-revised and important hurdles in terms of meeting requirements.”