DeepSeek, Blackstone and 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.
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.
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?
Bloom Energy (BE) Is Riding the AI Data Center Boom
We recently published a list of 10 AI Stocks on Latest News and Ratings. In this article, we are going to take a look at ...
Intel’s AI dreams slip further out of reach as it cancels its big data-center GPU hope, Falcon Shores
Intel was set to release a new AI chip called Falcon Shores late this year, to replace its Gaudi 3 accelerator chip. But ...
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 ...
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 ...
NVIDIA Corporation (NVDA): AI Revenue Soars with Data Center Growth
We recently published a list of Coatue’s 35 Most Important AI Stocks. In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against Coatue’s other most ...
Chevron, Engine No. 1 and GE Vernova team up on powering US data centers, with AI in focus
Oil company Chevron is partnering with Engine No. 1 and GE Vernova to create natural gas power plants in the United States ...
Reliance plans world’s biggest AI data center in India, report says
Mukesh Ambani’s Reliance is planning to build what could become the world’s largest data center in Jamnagar, India, with a ...
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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 ...
Trump’s first 100 days: all the news impacting the tech industry
Meta agreed to a $25 million settlement over a 2021 lawsuit President Donald Trump brought against Meta for suspending his ...