AI Data Insight

In July 2026, China's total electricity shortage reached 89.42 billion kWh. Although it slightly decreased from the historical high of 96.15 billion kWh set in June, it still remains at an extremely high level. Despite market optimism regarding China's power infrastructure and the advantages of "computing-electricity synergy", the explosive electricity demand brought by AI development still keeps short-term supply and demand highly tight.

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