Huaxi Securities: AI electricity demand continues to rise, and Agent's explosion accelerates demand

2026-04-02 04:15:06

West China Securities pointed out that driven by the AI industry, computing power capacity is growing rapidly. Although the share of electricity consumption of China’s computing power centers in total electricity consumption across society is currently not large, in the short term it is still within the range the power system can support. However, the proportion of electricity consumption for computing power relative to total electricity consumption across society continues to increase, showing a rapid growth trend. On the policy front, green electricity is expected to increase its ability to meet computing power demand. With the OpenClaw project heating up, demand for AI agents is expected to surge, and an explosion in the number of tokens could further drive demand for computing power, thereby increasing electricity demand.

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