

What does DeepSeek AI mean for energy?
44 snips Feb 4, 2025
Amy Myers Jaffe, Director at NYU’s Energy Climate Justice and Sustainability Lab, and Melissa Lott, Partner GM at Microsoft, dive into the transformative impact of DeepSeek AI on the energy sector. They discuss how this innovative model disrupts market dynamics and raises questions about the future of 'baseload' power amidst shifting energy demands. The pair also tackle the implications of recent executive orders under the Trump administration, highlighting a notable shift in prioritizing energy supplies over climate change.
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DeepSeek's Energy Efficiency
- DeepSeek, a Chinese AI model, uses significantly less energy than competitors.
- This challenges prior assumptions about AI's electricity demand surge.
Market Reactions to DeepSeek
- Amy Myers Jaffe analyzed Constellation and EQT stock prices after DeepSeek's launch.
- The market adjusted, suggesting initial power demand hype was excessive.
Localized Demand Impacts
- Melissa Lott emphasizes that electricity demand impacts are localized, not uniform.
- Growth in global electricity demand remains likely despite DeepSeek.