The three -miles refrigeration towers at Midtown, Pennsylvania, October 30, 2024.
Daniel Davry CNBC
The most exposed energy companies database in the technology sector have fell early on Monday, as the first appearance of the exported DEPSEK laboratory investors in China resulted in the question of the amount of artificial intelligence applications in energy.
Vistur Nearly 30 % fell while Constellationand Speech energy and Ji Fernova They were all more than 20 %.
Constellation, Visstra and Ge Vernova have led the S&P 500 this year as investors speculated that artificial intelligence data centers will enhance the demand for huge amounts of electricity. The three suffered as the market decreased on Monday due to the investor’s concerns about artificial intelligence competition from China.
Natural gas shares also decreased on Monday sharply, indicating that some investors believe that the sector may serve as a large boost as expected from the demand for the data center. EQT Corp. Kinder Morgan and Williams is about 9 %.
Deepseek released AI model on Christmas Day, which measures the CEO of Ai Alexandr Wang in an interview with CNBC last week as “Earth Shattering”. Scale AI provides training data for artificial intelligence applications.
Deepseek last week followed the release of Deepsek-R1, competing with the Openai’s O1 model. Since then, Dibsic has risen to the top of the mobile phone application stores. Wang said Dipsik had signed mainly with Openai.
“Their model is actually the best performance, or almost equally with the best American models,” Wang Andrew Sorkin of CNBC said in an interview with the World Economic Forum in Davos.
Satia Nadella, CEO of Microsoft Satya Nadella, described it as “very effective in size.” Bank of America analysts said in the Monday note that Dibsic “challenges the idea of American leadership in artificial intelligence and increased doubts about high expectations for cloud prices, chips and energy requirements.”
Technology companies expected a need for a lot of electricity to provide databases so that they increasingly looked at nuclear energy as a source of carbon -free energy.
A constellation, for example, the power agreement signed with Microsoft To restart the three -hand nuclear plant outside Harrispurg, Pennsylvania. Tallin is working on Amazon Data center with electricity from the nearby nuclear plant.
Vestra has not yet signed the data center deal, although investors see the promise of its nuclear and natural gas. GE Vernova has risen this year as the market believes that its work in gas and electrical networks will benefit from the demand for artificial intelligence.
Bank of America analysts said that the investment of the network in the United States and Europe is still required.
Analysts said: “Electrical networks in Europe and the United States remain not interested, and one of the critical bottlenecks in terms of pregnancy growth requirements,” analysts said.
