Energy shares exposed to AI were swept away by Monday's technology sale, as the advances in the AI made by the Chinese start-up Deepseek raised questions about the level of AI expenditure in American societies and their dominance on the market.
The energy of the constellation (CEGThe largest operator of the US nuclear power plant has fallen on a record 19 %, while the Vistra Corp electricity manufacturer (Vest) Sank a record 29 %during the day. The manufacturer and service of the GE Vernova energy equipment (Gev) decreased by 21 %. Even the nuclear startup of the wind (Ok) Refuled 21 %.
Deepseek, Chinese startup with artificial intelligence, released a new AI model on 20 January that is displayed As competitive with Chatbots OpenAi and other American technology companies. Production was also cheaper and required less AI chips than models of larger players.
Big Tech is voracious energy requirements for data centers sent energy supplies rising in 2024 And by this year, with an estimate of Goldman Sachs Demand for energy will increase by 160 %by 2030.
Last year Constellation announced a nuclear energy agreement With the Microsoft software giant revive the unit on Three Mile Island in Pennsylvania. In December the Gigant of Social Networks Meta (Meta) released and Request for proposals From nuclear energy developers to help meet the needs of society in the field of artificial intelligence.
Contellation, Vistra and GE Vernova reached new records just last week after President Donald Trump announced A new project for $ 500 billion – with the support of SoftBank (Sft), Oracle (Orcl) and Openai.
Wall Street analysts responded to the market reaction on Monday.
“I don't think Deepseek is a Judgment Day for AI infrastructure,” said Stacy Rasgon, CEO of Bernstein and the main analyst, Yahoo Finance on Monday.
“Those models [DeepSeek] They are built fantastic, they are really and have pulled the levers for efficiency, but what they do is also not miraculous and unknown to other top -class AI researchers or AI laboratories that are there, ”he added.
Analysts expect to be clearer at the end of this week when Microsoft (Msft) and meta, two main investors in data centers AI data centers should report profits.
Their outlooks are also likely to be influenced by the AI nVidia chip manufacturer (Nvda). It is estimated More than 40 % Nvidia yields come from Microsoft, Meta, Alphabet (Google, Googl) and Amazon (Amzn), according to data from Bloomberg.
Ins Ferre is the head of business reporter Yahoo Finance. Follow her on x in @INes_ferre.
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