Bernstein's research report released in September 2026 focuses on the linkage between China's AI industry and power systems. The series aims to explore the next generation of key industries and leading enterprises in the industry in China. The report points out that China relies on power costs, energy infrastructure, and policy collaboration to form a structural competitive advantage for AI development. The large-scale expansion of AI computing power will explode data center electricity demand, and the power grid and energy storage industry chain will usher in long-term investment opportunities.

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