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.
Eaton sees 2025 profit above estimates on AI-led data center demand
Eaton Corporation on Friday forecast 2025 adjusted profit above Wall Street estimates, expecting demand for electrical ...
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.
2 AI Stocks to Buy Before They Soar to $4 Trillion in 2025, According to Certain Wall Street Analysts
Certain Wall Street analysts expect Nvidia and Microsoft to achieve market values of $4 trillion in 2025, something no ...
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?
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 ...
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 ...
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 ...
New Meta data center in Mesa makes sustainability pledges amid critics' doubts
Meta unveils a data center in Mesa with pledges of sustainability at a time when critics are raising louder concerns about ...
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AWS, Meta, Microsoft, Nvidia And Oracle: Five Data Center Deals Worth $676B Announced This Month
Data center technology spending skyrocketed 34 percent in 2024, according to Synergy Research Group. It is soaring past a ...
Celestica Inc. (NYSE:CLS) Q4 2024 Earnings Call Transcript
Q4 2024 Earnings Call Transcript January 30, 2025 Operator: Good morning, ladies and gentlemen, and welcome to the Celestica Fourth Quarter 2024 Earnings Call. At this time all lines are in ...