Core Viewpoint - The article argues that the notion of a peak in electricity demand in 2026 is a misunderstanding, as the relationship between AI and electricity is one of mutual reinforcement, indicating that electricity demand will continue to grow alongside AI advancements [2][13][15]. Group 1: Electricity Demand and AI - The projected electricity demand for 2026 is not a peak but a transitional point in the evolution of AI and energy transformation, with the real growth in demand driven by AI applications [2][4][15]. - TDCowen's research indicates that the leasing capacity of large-scale data centers reached approximately 7.4GW in Q3 2025, primarily driven by AI, which signifies a long-term rigid demand rather than a peak [3][4]. - Bloomberg New Energy Finance predicts that global data center electricity capacity will increase from 81GW in 2024 to 277GW by 2035, suggesting that if 2026 were a peak, the subsequent growth would be inexplicable [4][9]. Group 2: Technological Advancements - GEV's hydrogen combustion technology is a key component in addressing future electricity demands, providing stable low-carbon power essential for AI operations [6][7]. - The integration of AI in energy systems enhances efficiency, with AI capable of reducing electricity waste in data centers by 15%-20% and optimizing power scheduling [4][10]. - GEV's acquisition of Prolec is not merely a capacity expansion but a strategic move to ensure stable electricity supply to underserved regions, facilitating AI applications in those areas [8][12]. Group 3: Market Dynamics and Future Outlook - GEV's Q3 2025 order data shows a significant increase in orders, indicating that clients are preparing for long-term AI-driven electricity needs rather than anticipating a peak in 2026 [5][12]. - The article emphasizes that the current limitations in electricity supply are not indicative of peak demand but rather a signal for the need for more infrastructure to support AI's growing requirements [10][11]. - The ongoing investment in AI and energy infrastructure, with projected capital expenditures reaching $2.8 trillion, reflects a commitment to overcoming electricity supply constraints rather than preparing for a peak [10][12].