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.
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 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 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.
Big Tech Firms, Blackstone Tamp Down DeepSeek Data Center Fears
Meta, Microsoft and Blackstone executives say DeepSeek's advancements in AI training won't impact data center demand — at least not yet.
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
''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
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 Mobil and Chevron continue to field intense demand for data-center power supply,
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.

China, DeepSeek and AI

Data center REITs drive real estate stocks down, earnings fail to impress
Data center REITs drove the S&P 500 real estate sector lower this week amid the rise of the Chinese AI startup DeepSeek, ...
Public DeepSeek AI database exposes API keys and other user data
Beyond investor and CEO panic, DeepSeek presents a host of security concerns. Here's what the experts think you should know.
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 ...
Eaton: Still Pricey After DeepSeek Dive
Eaton Corp. expects 7-9% sales growth in 2025. See why ETN stock is still a hold, despite recent pullbacks and high valuations.
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 ...
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 ...
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 ...
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.