Blackstone holds firm on data center investments despite DeepSeek turmoil
Blackstone said on Thursday its massive investments in data centers would not be undermined by the low-cost artificial intelligence models from China's DeepSeek, as the need for physical infrastructure was still vital for AI.
Blackstone's Jon Gray addresses concerns about DeepSeek's impact on its $100-billion-plus data center bet
Blackstone is a leading investor in data centers and other computing infrastructure. COO Jon Gray addressed the DeepSeek threat in an earnings call.
AI Data Center Electricity Demand May Be Wrong Because Of DeepSeek
Just a few weeks ago, the largest AI development and product companies led by Microsoft, OpenAI, Google, Facebook
US power stocks plummet as DeepSeek raises data center demand doubts
Shares of U.S. power, utility and natural gas companies sold off on Monday in some of the biggest recorded one-day drops, as new AI technology from Chinese start-up DeepSeek cast doubt on a projected surge in U.
Blackstone defends $80bn data centre investment as DeepSeek shakes market
Rising rents for data centres, amid breakneck spending by tech giants, have buoyed earnings for the alternative asset manager, which is building infrastructure for Big Tech groups such as Amazon, Microsoft and Alphabet.
Blackstone reaffirms big bet on AI data centers — despite DeepSeek threat
Blackstone said Thursday its massive investments in data centers would not be undermined by the low-cost artificial intelligence models from China’s DeepSeek, as the need for physical infrastructure was still vital for AI.
DeepSeek Means The End Of Big Data, Not The End Of Nvidia
The probable impact of DeepSeek’s AI model will be the reorientation of U.S. Big Tech away from relying exclusively on their ...
DeepSeek just taught the AI industry 5 hard lessons
Have American tech companies completely misunderstood what they should do with Large Language Models? It certainly looks that ...
How DeepSeek changed Silicon Valley’s AI landscape
Chinese AI lab DeepSeek provoked the first Silicon Valley freak-out of 2025. Here's what it could mean for American AI policy ...
Mizuho looks at what DeepSeek means for data centers
''Mizhuo looks at what DeepSeek means for data centers'' ********** Well the rumours on the interwebs are that DeepSeek ...
1 Super Semiconductor ETF to Buy in the Wake of the DeepSeek Sell-Off
Chinese research lab DeepSeek just upended the artificial intelligence (AI) industry with its new, hyper-efficient models.
Is DeepSeek really sending data to China? Let’s decode
The allegations are significant from a security standpoint, but the fact is that DeepSeek can only store data on Chinese ...
Tech CEOs try to reassure Wall Street after DeepSeek shock
Leaders at Microsoft and Meta told investors that China’s DeepSeek doesn’t harm their businesses and that they will still ...
DeepSeek says it built its chatbot cheap. What does that mean for AI’s energy needs and the climate?
Chinese artificial intelligence startup DeepSeek stunned markets and AI experts with its claim that it built its immensely ...
DeepSeek, Stargate, and the new AI arms race
The Chinese chatbot and OpenAI’s new data center venture present a stark contrast for the future of AI.