What does DeepSeek AI mean for energy?

Gas is back at the center of the energy debate. Surging demand for electricity to power new data centres, and growing fears about global energy security resulting from the conflict in the Middle East, are raising some urgent questions for the US gas industry. Consumers want to kn ...  Show more

US electricity prices are rising at well above the general rate of inflation. The data center investment boom, by adding to electricity demand, points to further upward pressure in the future. Consumers are feeling the strain, and they want politicians and regulators to do someth ...  Show more

In this crossover episode with Truth of the Matter, we discuss the origins of Chinese AI Company DeepSeek (0:55), the release of its DeepSeek R1 model and what it means for the future of U.S.- China AI competition (3:05), why it prompted such a massive reaction by U.S. policymake ...  Show more

Nicolas Sauvage, president of TDK Ventures, discusses how AI-driven energy demand, emerging battery technologies like sodium-ion and shifting geopolitical dynamics are shaping the future of energy storage and deep tech investing. 

The tech battle between China and the U.S. is heating up – one player just showed the world that Ai can be done well with a lot less. (00:14) Tim Beyers and Dylan Lewis discuss: - The Chinese app that is shaking up the AI landscape – DeepSeek – and how its leaner, less resourc ...  Show more

After US stocks notched their best start to a presidential term since 1985 last week, DeepSeek, China's answer to ChatGPT, is making big waves in the tech sector. The AI startup is gaining significant traction and sending US stock futures sharply lower. Mensur Pocinci, Head of ...