On October 30, 2024, the cooling water tower of the three -mile island nuclear power plant in Mideldon, Pennsylvania.
Daniel Defris | Financial Channel of National Broadcasting Corporation
The power company, which is the most affected by the science of the technology industry data center, plummeted on Monday, because the appearance of China’s Deepseek open source artificial intelligence laboratory caused investors to question how much energy the artificial intelligence application would actually consume.
view Poly plunge nearly 30%, and Constellation energy,, Talk energy and General Electric Vernova Both declines more than 20%.
Contellation, Vistra, and Ge Vernova are leading in the Standards Poorne 500 index this year, because investors speculate that artificial intelligence data centers will increase demand for a lot of electricity. As investors are worried about the competition from Chinese artificial intelligence, the market has fallen on Monday, and the three have been hit hard.
DeepSeek released an artificial intelligence model on Christmas Day. SCALE AI CEO Alexandr Wang said in an interview with CNBC last week. SCALE AI provides training information for AI applications.
DeepSeek followed closely last week and released a reasoning model called Deepseek-R1, competing with the O1 model of Openai. Since then, Deepseek has reached the top of the mobile app store. Wang said DeepSeek has basically caught up with Openai.
“Their models are actually the best performance, or they are roughly the same as the best models in the United States,” Wang accepted CNBC Andrew Solkin on January 23 on the World Economic Forum in Davos, Switzerland. During the interview, saying.
Microsoft CEO Satia Nadella Describe DeepSeek as “super computing efficiency”. A Bank of America analysts said in a report on Monday that DeepSeek is “challenging the leadership of the United States in the field of artificial intelligence and causing high expectations of cloud capital expenditures, chip growth, and power demand for cloud.”
Technology companies expect a large amount of electricity to supply data centers, so they are increasingly increasingly nuclear TV as reliable carbon -free energy.
For example, contellation has been with Microsoft Restart the three mile island nuclear power plants on the outskirts of Harrisburg. TALEN is doing Amazon The electricity in the data center comes from the Saski Hannu nuclear power plant nearby.
Although investors have seen the prospects of Rizida Nuclear Energy and Natural Gas Assets, Ryida has not signed the data center agreement. Ge Vernova’s stock price has soared this year because the market believes that its natural gas and power grid business will benefit from the needs of artificial intelligence.
Bank of America analysts said the United States and Europe still need to invest in power grid.
Analysts said: “The investment in grids in Europe and the United States is still insufficient, and it is one of the key bottlenecks that meet the requirements of load growth.”
