AI data centers use so much energy and water:

[GreatGazoo]

11. At some point AI will become much more efficient

energy wise and their "behind the meter" baby nukes may be taken offline. Deep Seek seems pretty efficient but I'm think about quantum also. A sea change, overnight. Also some of the losing companies will end their energy consumption altogether.

What exactly did DeepSeek do with their algorithm that allowed them to cut energy costs?

...reinforcement learning (RL) algorithm...To their and our surprise, their large-scale RL worked. This RL engine explored different strategies. It taught itself repeatedly to go through this process, could perform self-verification and reflection, and when faced with difficult problems, it can realize it needs to spend more time on a particular step. It’s a quick path to reach a high-quality level comparable to other larger language models, yet smaller and cheaper.

https://grainger.illinois.edu/news/stories/73489

So it's learning efficiency. Given the cost of energy and energy production, I have to think a similar dynamic will drive efficiency throughout the business.