US power stocks plummet as DeepSeek raises data center demand doubts
According to Laila quarry and Liz Hampon
New York / Houston (Reuters) – shares of US energy, utility and natural gas companies are sold on Monday, several one-day one-day downturns, as the new AI technology of the Chinese starting Deepseek puts into question the US power supply. Demand and technological costs.
Electricity producers were one of the biggest winners in S & P 500 last year, in the expectations of balloon demand from energy gwzate data centers.
A wider acceptance of AI models developed by Deepseek, which says it is built within two months and is cheaper than the models used by US companies, can lead to demanding demands, analysts and economists. :
“If it is proven, the efficiency used within the Open Code of Deepseek can be applied to their models by hypersonals, which will lead to greater demand,” said analysts in the note.
The great technological firms, which are also known as HypsCaling Data Center, have donated tens of billions of dollars to the development of ai database in the last year.
Data centers in the United States are consumed about 4.4% of electricity in 2023.
Independent electricity constellation energy, the shares of which 2024
Vistra dropped 30%, and the opponent Talen Energy Corph came down by 22%.
Deepseek AI may also threaten the priority of the current AI leaders based on the Silicon Valley and slows down the deployment of data centers. Deepseek’s AI’s assistance on Monday was bypassed the US opponent in Apple’s App Store downloads.
But with a broader acceptance of AI, even more energy-efficient models, energy demand could be advanced everywhere, said the energy economist at the University of Houston. He warned that the sale of electricity shares could be short-sighted and short-term.
“In this case, if Deepseek turns out that everyone wants, and they sell American companies, and American companies change their algorithms, it simply means greater, faster developments,” said the foundations.
Electric companies and electricity producers were still under pressure.
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