DeepSeek, data center

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.
This $500 Billion AI Data Center Investment Could Accelerate Demand for This Crucial Fuel
President Trump recently announced that several companies in the private sector are teaming up to invest up to $500 billion into infrastructure for artificial intelligence (AI). The Stargate project, backed by OpenAI, Softbank, and Oracle, will build 20 data centers in the country, with the initial one already under construction in Texas.
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 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.
Intel’s AI dreams slip further out of reach as it cancels its big data-center GPU hope, Falcon Shores
We're not yet participating in the cloud-based AI data center market in a meaningful way,” Holthaus admitted. “We have learne ...
The Current And Future Path To AI Inference Data Center Optimization
While training has been the focus, inference is where AI's value is realized. Training clusters need large amounts of power.
Amazon spends $102 million on land for AI hub: Server farms vs. data centers explained
Amazon bought hundreds of acres of land in Ohio to build a massive data center. Are server farms and data centers different?
Meta turns to solar — again — in its data center-building boom
The announcement comes as Meta CEO Mark Zuckerberg maintains the company’s ambitious AI strategy, which will require hefty ...
How the AI Data-Center Boom Is Helping Caterpillar
Caterpillar generators are a hot commodity among developers of computer data centers, despite challenges in some of the machinery maker's other business lines. Power-generat ...
NVIDIA Corporation (NVDA): AI Revenue Soars with Data Center Growth
Initially, market analysts had predicted an increase in interest around growth options for 2024 due to easing inflation and ...
JD Supra1d
Trump 2.0: AI and Data Centers in a Time of Legal and Technological Disruption
In just over a week, the second Trump administration has already announced initiatives that could lead to major shifts in the legal landscape ...
Canadian bitcoin miner Bitfarms mulls pivot to AI data centers
Toronto-based bitcoin miner Bitfarms has enlisted two consultants to explore how it can transform some of its facilities to ...
24/7 Wall St2d
AI and Data Centers Gobbling Electricity: 4 High-Yield Dividend Utility Stock Bargains
The highest-yielding utility stocks could benefit from the massive increase in electricity use, and all offer dependable ...
Forget mega yachts, AI data centers are quickly becoming the next battleground for billionaires as Zuckerberg pledges $65 billion CAPEX spend in 2025
Following $500 billion Project Stargate launch, Meta is also dolling out the dollars Meta's $65 billion is lower than ...