Power Stocks AI energy needs are questioned China AI Lab

The most revealed companies in the Boom in the Tech Sector data center was immersed in early Monday, as the premiere of the Open Source AI laboratory source to question how to consume artificial energy applications.

Brain almost 30% fell Constellation energy, Oral energy and Ge vernova All more than 20% fell.

Constellations, Villra and GE VERNOVA brought this year’s S & P 500 this year, as they speculated when the AI ​​data centers will promote tremendous amounts of electricity. All three had a market when they fell down Monday, investors concerned about the AI ​​competition.

Deepse released a Model AI Christmas Day scale AI CEO Alexandr Wang described as a “earth shattering” in an interview with CNBC. AI Scale AI provides training data for applications.

Deepse continued last week by releasing the pattern called Deepseeek-R1 that competes with Openai O1. Since Deepsee, it has risen to the summit of mobile applications. Wang said Deepse basically caught with Openai.

“It is their model, or approximately the best American models.

Microsoft CEO Satya nadella Deepse has described that it is “effective efficiency”. American bank analysts said Monday. Deepsees “is the notion of the notion of the leadership of the US in AI, and gathering doubts about high expectations for cloud growth and power requirements.”

Technological companies have planned so much electricity, more and more nuclear energy as a source of energy energy to nuclear energy.

Constellations, for example, signed the power agreement Microsoft To restart the nuclear plant of the three-kilometer island, from Harrisylvania, Pennsylvania. Is doing a talen Gym Susquehanna near the data site with electricity of the nuclear plant.

The Vistra has not signed a data center agreement, however, investors see promise in its nuclear and natural gas goods. This year the GE VERNOVA market believes that its gases and electricity network businesses will benefit from AI demand.

Bank of America Analists said Grid investment in the US and Europe is still required.

“In Europe and the US are in electrical networks and the US and one of the critical bottles under the conditions for compliance with load growth requirements,” said analysts.