DeepSeek, Blackstone

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.
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.
Big Tech Firms, Blackstone Tamp Down DeepSeek Data Center Fears
Meta, Microsoft and Blackstone executives say DeepSeek's advancements in AI training won't impact data center demand — at least not yet.
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.
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.
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
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.

OpenAI, DeepSeek

DeepSeek: Everything you need to know about the AI chatbot app
DeepSeek has gone viral. Chinese AI lab DeepSeek broke into the mainstream consciousness this week after its chatbot app rose ...
DeepSeek is driving demand for Nvidia's H200 chips, some cloud firms say
Cloud providers report a significant increase in demand for Nvidia H200 chips as DeepSeek's AI models gain traction.
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...