Morgan Stanley estimates a 55GW power shortage for data centers, making the upgrade of data center power equipment an inevitable trend.

①Morgan Stanley forecasts a 55GW power shortage for data centers. ②Huayuan Securities anticipates that overseas ±400V/800V HVDC is likely to enter its initial year of significant growth, with SST continuing to advance.

cls.cnMay 12 07:45

Sarco Unit Buys Stake in Raya Al-Tajdeed Contracting for SAR5 Million

MT NewswiresMay 11 12:13

Express News | Ministry of Foreign Affairs: China and the US are maintaining communication regarding President Trump's visit to China.

BreakingsMay 6 15:48

Erayak Power Solution Group | 20-F: FY2025 Annual Report

SECApr 30 04:33 · Announcements

Not AI chips! Soros protégé: Electrification is the main theme for the next decade, bullish on copper, aluminum, and cables.

Renaud Saleur, a former trader at Soros Quantum Fund, predicts that global electricity consumption will increase by approximately 18,000 terawatt-hours from the current level of about 20,000 terawatt-hours by 2035 to 2040. This massive demand is expected to drive substantial investments in copper, aluminum, cables, and nuclear energy. He anticipates that uranium prices could reach $200 by the end of 2027.

wallstreetcnApr 29 20:45

AI electricity demand is projected to surge threefold within five years, while the U.S. power grid is 'not yet ready,' and natural gas is playing a 'critical role.'

AI data centers are consuming electricity at a rate far exceeding the capacity limits of the U.S. power grid—peak demand forecasts have surged threefold within five years. Natural gas has become the only viable option capable of meeting the required speed and scale. However, these power plants, with an operational lifespan of 30 years, are widening the gap between carbon reduction commitments and energy realities.

wallstreetcnApr 29 14:14