DeepSeek, Blackstone and Data Centers

Why DeepSeek Is Great for AI and HPC and No Big Deal for Data Centers
The announcement of DeepSeek's R1 model led to significant market reactions, with notable declines in tech stocks, including a substantial drop in Nvidia's valuation. This downturn was driven by concerns that more efficient AI models could reduce the demand for high-end hardware and, by extension, the expansive data centers that house them.
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.
How DeepSeek could impact Blackstone's $100-billion data-center bet. 'We're watching what's happening very closely.'
Blackstone is a leading investor in data centers and other computing infrastructure. COO Jon Gray addressed the DeepSeek threat in an earnings call.
Blackstone Still Bullish on A.I. Data Centers Despite DeepSeek
Blackstone, a major global investor in data centers that run A.I. systems, expects use of the technology to rise as the cost of computing power falls.
Brookfield unconcerned by DeepSeek's impact on AI data center market
The asset manager, which owns and operates a number of data center brands, as well as other infrastructure assets, enjoyed a bumper 2024, reporting revenue of $21.03 billion, up from $17.93 billion in 2023 when its financial results were published on Thursday.
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 perfected ''Liquid Cooling'' in their data-centre. The key to their success. There's that.
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.
Is the DeepSeek Panic Overblown?
But AI scientists have pushed back, arguing that many of those fears are exaggerated. They say that while DeepSeek does ...
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 ...
Nebius Group: DeepSeek's Possible Influence On Nebius
Nebius Group's market reaction is overly negative despite DeepSeek's efficiency. Learn why NBIS stock benefits from AI data ...
Is DeepSeek a wake up call for Europe’s AI innovators?
Experts say that China’s AI development shows that regulation does not have to be a barrier for innovation. View on euronews ...
BusinessMirror57m
DeepSeek says it built its chatbot cheap. What does that mean for AI’s energy needs and the climate?
CHINESE artificial intelligence startup company DeepSeek stunned markets and AI experts with its claim that it built its immensely popular chatbot at a fraction of the cost of those made by American ...
AI is ‘an energy hog,’ but DeepSeek could change that
DeepSeek claims to use far less energy than its competitors, but there are still big questions about what that means for the ...
After DeepSeek, Tech Stocks Still Win. Here’s How AI Is Getting Reset.
DeepSeek could spark a shift from hardware to software, similar to what happened to traditional computing beginning in the ...
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 ...