1 Data Center Stock to Buy on the DeepSeek Dip (Hint: It's Not Nvidia)
DeepSeek built a competing large language model (LLM) to OpenAI's ChatGPT, but claims that it trained the model with old Nvidia processors that aren't widely used anymore. This news has shellshocked technologists and analysts across Wall Street because if DeepSeek's methods of building highly capable AI can be done using legacy hardware,
Data Center Euphoria Starts to Ebb After DeepSeek
The market turmoil sparked by DeepSeek’s chatbot this past week has left some rethinking the credit frenzy around artificial intelligence.
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 new AI technology from Chinese start-up DeepSeek cast doubt on a projected surge in U.
Mizuho looks at what DeepSeek means for data centers
While most REIT stocks are in the green on Monday, data center REIT stocks dropped in morning trading amid concerns that DeepSeek will reduce demand for data center capacity relative to the massive spending on hyperscale data centers that gen AI was expected to generate.
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.
‘DeepSeek Is a Big Threat,’ Says Top Analyst About Nvidia Stock
Nvidia (NASDAQ:NVDA) shares had a nice rally today, surging nearly 5%. Yet, the stock hasn’t fully recovered from the recent bombshell dropped
What DeepSeek? Big Tech Keeps Its A.I. Building Boom Alive.
An apparent breakthrough in efficiency from the Chinese start-up did not make tech’s biggest companies question their ...
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 ...
Deepseek AI Will Increase Data Storage And Make AI More Accessible
More efficient AI training approaches could reduce data center power requirements, make AI modelling more accessible and increase data storage and memory demand.
Ultra-efficient AI won’t solve data centers’ climate problem. This might.
Despite DeepSeek’s AI efficiency gains, data centers are still expected to gobble up huge amounts of U.S. electricity.
Power Stocks Had Been on an AI Tear. Then Came DeepSeek.
The efficiency gains of DeepSeek’s AI models startled the power industry, which is set to invest billions in electricity ...
NTT DATA CEO on DeepDeek’s AI and Data Center Trends: Tech Disruptors
Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world ...
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 ...