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,
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.
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.
Intel won’t bring its Falcon Shores AI chip to market
Intel is effectively killing Falcon Shores, its next-generation GPU for high-performance computing and AI workloads.
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 ...
First data center for Trump administration's Stargate AI initiative coming to Abilene
Stargate's first data center campus, located in Abilene, will be about 875 acres, but only says it will create at least 57 ...
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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 ...
Meta Spending to Soar on AI, Massive Data Center
The social-media giant plans to spend between $60 billion and $65 billion, the latest sign of tech companies’ accelerating ...
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Five Things to Know About Power Supply to Data Centers
As the demand for artificial intelligence (AI), and data and cloud services increases, the U.S. is seeing a rapid rise in ...
Reliance plans world’s biggest AI data center in India, report says
Mukesh Ambani’s Reliance is planning to build what could become the world’s largest data center in Jamnagar, India, with a ...
Super Micro Computer, Inc. (SMCI): From AI Data Center Leader to Market Setbacks
We recently compiled a list of the 35 Most Important AI Stocks for 2025 According to JPMorgan. In this article, we are going ...
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Investor Who Fought Exxon Will Build Gas Plants for AI with Chevron
Activist investor Engine No.1 is now teaming up with Chevron to build natural gas-fired power plants to meet soaring ...
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Why artificial intelligence could cause the lights to dim
"Data centers is one of the new industrial sectors that we've been looking at because it's part of the emerging economy and new technologies," said Arman Shehab ...