CITIC Securities research report states that starting from 2026, AI-related electricity demand in North America will, for the first time, exceed the conventional load increment and become the most critical factor influencing North American electricity demand.
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Under the logic of China forming a full industrial chain advantage in power equipment, continuously increasing AI computing power investment in North America, Europe’s urgent need for energy transformation, and tightening supply and demand for lithium batteries, sectors such as new energy, energy storage, lithium batteries, and power grids are expected to rise.
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