Huaxi Securities: AI Power Demand Continues to Rise, Agent Explosion Accelerates Demand

GateUser-bd883c58 · 2026-03-18T07:44:07+00:00

Huaxi Securities points out that the AI industry is driving rapid growth in computing power, and although computing power electricity consumption remains a small proportion currently, it shows an upward trend. The popularity of the OpenClaw project may trigger a surge in AI Agent demand, further pushing up computing power and electricity requirements.

GateUser-bd883c58

2026-03-18 07:44:07

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How will the AI OpenClaw project trigger a surge in AI Agent’s electricity consumption?

36Kr reports that Huaxi Securities pointed out that driven by the AI industry, computing power has grown rapidly. Although currently the electricity used by China’s computing centers accounts for a small proportion of total social electricity consumption, it remains within the support capacity of the power system in the short term. However, the proportion of electricity used for computing power is steadily increasing, showing a rapid growth trend. On the policy front, green electricity is expected to increase its capacity to meet computing power demand. With the booming OpenClaw project, the demand for AI Agents is expected to explode, and the surge in token numbers may further drive the demand for computing power, thereby increasing electricity consumption.

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