DeepSeek, Blackstone

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 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.
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 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 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: 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 ...
Not Sweating DeepSeek: Exxon, Chevron Plow Ahead on Data Center Power
The launch of the energy-efficient DeepSeek chatbot roiled tech and power markets in late January. But supermajors Exxon ...
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 ...
DeepSeek Has Gotten OpenAI Fired Up
It’s been just over a week since DeepSeek upended the AI world. The introduction of its open-weight model—apparently trained ...
Mixture-Of-Experts AI Reasoning Models Suddenly Taking Center Stage Due To China’s DeepSeek Shock-And-Awe
Mixture-of-experts (MoE) is an architecture used in some AI and LLMs. DeepSeek garnered big headlines and uses MoE. Here are ...
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 ...
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 ...