“Increasing demand for electricity related to Artificial Intelligence (AI) can lead to pressure on prices in national power markets.”Consider ECB economists.
In their latest financial bulletin published today, economists analyzed Its impact on increased demand and raw materials prices to the resulting force that resulted in AI And concludes that countries like Ireland have an important interference in the field of data centers Trouble in satisfying the rising local demand for AI.
However, they add ECB economists, “It is very difficult to assess the full potential effect on national power markets”.
That’s it The effect depends on the concentration of AI-based data centers in each country, specific characteristics and control requirements of their marketsData centers contribute to power supply.
Oh The power consumption and data centers of seven largest technical companies in the United States, including Alphabet and Microsoft, have grown much faster than S&P companiesPerhaps due to the increasing use of artificial intelligence, the ECB believes.
Average energy consumption of S&P500 companies is stable Seven major technical organizations and data centers companies have increased significantly.
AI-related power demand increases further. The International Energy Agency (AIE) provides that by 2022, data centers can consume 80% more power in 2026.
Demand for the power of AI is expected to be satisfied by natural gas or reproductive forceAnd natural gas prices will increase in Asia and Europe by 9% and the US 7% will increase, the ECB said.
OS Artificial Intelligence -Oriented data centers cause two percent points of growthIn the Asian and European market and in Americans
If the additional fuel demand is satisfied with the renewable force, the search for complex minerals such as lithium and nickel will increase, but the ECB thinks that this situation is not likely to be significantly affected by this situation. “
Is waiting The demand for these minerals is moderate due to artificial intelligence in the global dimension of the market And, “the prices are limited to the climbing side.”
