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.
Blackstone defends data center investment vision, but admits it's watching DeepSeek concerns "very closely"
Blackstone took a defensive stance in its latest earnings call after China's DeepSeek caused tech stocks to tumble. After previously using the call to push the benefits of AI infrastructure, the subject was not broached until Morgan Stanley asked about DeepSeek-instigated data center buildout concerns.
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
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.
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 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.
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 ...
Vertiv Holdings (VRT): The Most Obvious Data Center Play in the DeepSeek Fallout
We recently published a list of Jim Cramer Breaks Silence On DeepSeek AI Sell-Off & Discusses These 12 Stocks. In this ...
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 ...
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 ...
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 ...
Tech CEOs try to reassure Wall Street after DeepSeek shock
Leaders at Microsoft and Meta told investors that China’s DeepSeek doesn’t harm their businesses and that they will still ...
DeepSeek, Stargate, and the new AI arms race
The Chinese chatbot and OpenAI’s new data center venture present a stark contrast for the future of AI.
How DeepSeek will upend the AI industry — and open it to competition
DeepSeek's breakthroughs in lowering the entry point for creating chatbots and other generative AI tools means small players ...