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 ...
Chinese AI firm's efficient model raises questions over costly U.S. data centers
The largely unheard-of company's app is now climbing up Apple's app store and upturning Wall Street in the process.
Data Center Stocks Are Plunging -- Here's Why
The reason why these stocks are being beaten down is that the DeepSeek news is causing investors to question how much money ...
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.
Eaton Corporation plc (ETN) Shares Drop 16% Amid DeepSeek AI Model Concerns Over Data Center and Chip Demand
We recently published an article titled These 29 AI Electricity, Infrastructure Stocks Are Crashing Due to DeepSeek News. In ...
DeepSeek's More Efficient AI Model Throws Doubt on Tech's Energy Outlook
Did DeepSeek just deep-six estimates about AI's energy needs? The Chinese upstart claims a far more efficient AI model, ...
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 ...
Nvidia stock: China's DeepSeek AI model shocks the world. Should you sell?
DeepSeek stunned the tech world with the release of its R1 "reasoning" model, matching or exceeding OpenAI's reasoning model ...
Inside OpenAI’s Race to Build New Models, Agents, Data Centers and More
At WSJ Journal House Davos, OpenAI Chief Product Officer Kevin Weil outlines ChatGPT’s 2025 roadmap—including a new model and ...
Microsoft shares slide as cloud forecast, AI spending disappoint
Microsoft has tested Wall Street's patience by plunking down huge amounts of cash in pursuit of profits from AI that have yet ...