According to an email statement from Japan's Ministry of Economy, Trade and Industry (METI), the ministry recognizes that the expansion of data centers could potentially lead to an increase in electricity demand. However, the ministry acknowledges the challenge of accurately predicting how demand might fluctuate with the introduction of new technologies like DeepSeek.
In late December, the Japanese government unveiled its basic energy plan, a critical policy document revised approximately every three years. The plan anticipates a 10-20% surge in electricity generation by 2040, citing a rise in AI-driven usage.
The recent emergence of the Chinese startup AI DeepSeek, which is touted to be more energy-efficient than its competitors, has sparked debates among analysts. They are deliberating whether this innovation will result in a decline in electricity demand or conversely, trigger an upsurge due to increased affordability and widespread adoption of such technology.
METI emphasized in its emailed response that AI-related energy demand is influenced by various intricate factors, including the expansion of AI utilization for enhanced performance and cost reduction, alongside advancements in energy-saving technologies.
Reflecting on the complexities involved, METI highlighted the challenge in gauging the impact of future energy demand through a singular example. The ministry emphasized that securing adequate decarbonized power sources will be vital for Japan's economic growth and industrial competitiveness in addressing the evolving demand.