By Laila Kearney and Liz Hampton
New York / Houton (Reuters) – The actions of American power, public services and natural gas were sold on Monday in some of the largest decreases of a day, while the new IA technology of the start -Sepseek Chineseup is doubted on a planned overvoltage in the demand for American electricity and technological expenditure.
Electricity producers were among the greatest winners in the S&P 500 last year on the expectations of hot air ballooning of gourmet data centers by the necessary energy to evolve the artificial intelligence technologies of Big Tech.
The wider adoption of AI models such as that developed by Deepseek, which she said has built in less than two months and is cheaper than the models currently used by American companies, could cause electricity demand in The whole and lead to a smaller power construction, analysts and economists said.
“If it is proven to be true, the effectiveness used in the open source model of Deepseek can be applied by hyperscalers to their models, which would lead to more moderate demand,” said Evercore ISI analysts in a note.
Large technological companies, also known as developers of hyperscalian data centers, have devoted tens of billions of dollars in the development of the AI data center in the past year.
In the United States, data centers consumed approximately 4.4% of electricity in 2023, but should use 6.7% to 12% of all power by 2028, according to a report produced by the Lawrence Berkeley National Laboratory.
The independent electricity supplier Constellation Energy, whose shares had increased by approximately 100% in 2024 largely on its ability to sell nuclear and gas energy to American data centers, flowed around 20% in the Exchanges Monday after the news of Deepseek progress.
Vistra fell by 30% and Rival Talen Energy Corp fell by 22%.
Deepseek IA could also threaten the domination of current AI leaders, which are based in Silicon Valley, and slow down their deployment of data centers. The assistance of the Deepseek AI had exceeded on Monday rival chatgpts in the downloads of the Apple App Store.
But with the wider adoption of AI, even with more energy efficient models, the demand for energy could increase everywhere, said ED Hirs, energy economist at the University of Houston. He warned that a sale of electricity stocks could be short and short -lived.
“In this case, if Deepseek turns out to be what everyone wants, and they sell to American societies, and American societies change their algorithms to adopt, it simply means a wider and faster development” said Hirs.
However, electricity companies and even producers of raw materials related to electricity production were under pressure.
