DeepSeek launch highlights AI power demand uncertainty

Growth in data requirements, led by AI, implies sharply higher power demand, although estimates require caution

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In this article

  • Rising rack density
  • Predicting future demand
  • Demand growth of recent decades
  • Local impacts

What is this?

This article is from the Oxford Analytica Daily Brief, which analyses geopolitical, economic, social, business and industrial developments on a global and regional basis, providing clients with timely, authoritative analysis every business day of the year. Find out more about the Oxford Analytica Daily Brief, or request a trial.