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电力股曾因AI热潮狂飙,但DeepSeek泼下一盆冷水
DeepSeek是一个生成式AI模型,其训练使用的能源远少于其美国竞争对手。上周该公司的模型发布导致科技和电力公司股价暴跌,侵蚀了数据中心增长预期推动的股价涨幅。现在,那些计划为数据中心供电的公司正在努力应对AI可能变得更加节能且速度更快的可能性。
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