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 ...
US Power Stocks Plummet as DeepSeek Raises Data Center Demand Doubts
Independent power provider Constellation Energy, whose shares had shot up about 100% in 2024 largely on its ability to sell ...
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 ...
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.
Blackstone reaffirms big bet on AI data centers — despite DeepSeek threat
Lower costs could yet lead to a wider adoption of AI, boosting demand for data centers, Blackstone’s president said.
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 ...
Datacenter Dynamics1h
Blackstone defends data center investment vision, but admits it's watching DeepSeek concerns "very closely"
Blackstone took a defensive stance in its latest earnings call after China's DeepSeek caused tech stocks to tumble. After ...
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.
Bloom Energy Corporation (BE) Faces Pressure Amid DeepSeek AI Concerns, BMO Capital Highlights Potential Impact on Data Center Demand
We recently published an article titled These 29 AI Electricity, Infrastructure Stocks Are Crashing Due to DeepSeek News. In ...
What DeepSeek Means For Nebius And Other AI Data Center Providers
Nebius is poised to capitalize on the AI megatrend, leveraging unique engineering strengths & Nvidia's backing. See why NBIS is one of the AI megatrend winners.
Italy's privacy watchdog blocks Chinese AI app DeepSeek
Italy's data protection authority said on Thursday it had blocked Chinese artificial intelligence model DeepSeek over a lack ...
Vertiv Holdings (VRT): The Most Obvious Data Center Play in the DeepSeek Fallout
We recently published a list of Jim Cramer Breaks Silence On DeepSeek AI Sell-Off & Discusses These 12 Stocks. In this ...