1 Data Center Stock to Buy on the DeepSeek Dip (Hint: It's Not Nvidia)
DeepSeek built a competing large language model (LLM) to OpenAI's ChatGPT, but claims that it trained the model with old Nvidia processors that aren't widely used anymore. This news has shellshocked technologists and analysts across Wall Street because if DeepSeek's methods of building highly capable AI can be done using legacy hardware,
Data Center Euphoria Starts to Ebb After DeepSeek
The market turmoil sparked by DeepSeek’s chatbot this past week has left some rethinking the credit frenzy around artificial intelligence.
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.
Data Center Boom Faces Uncertainty as DeepSeek Challenges Its Assumptions
DeepSeek's minimal requirements could have implications for data center assets. Data centers have become a new favorite in commercial real estate. Newmark has estimated that the industry would double in size by 2030 to accommodate artificial intelligence applications.
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.
‘DeepSeek Is a Big Threat,’ Says Top Analyst About Nvidia Stock
Nvidia (NASDAQ:NVDA) shares had a nice rally today, surging nearly 5%. Yet, the stock hasn’t fully recovered from the recent bombshell dropped
Is Nvidia Stock Still a Buy After DeepSeek's Breathtaking Innovation?
While some have recovered, Nvidia ( NVDA 5.21%) has not. Nvidia's stock is around 20% off its all-time high, thanks to the DeepSeek scare, but I don't think investors should panic sell. Instead, they should consider this a buying opportunity,
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 ...
Deepseek AI Will Increase Data Storage And Make AI More Accessible
More efficient AI training approaches could reduce data center power requirements, make AI modelling more accessible and increase data storage and memory demand.
OpenAI considering 16 states for data center campuses as part of Trump's Stargate project
OpenAI executives updated reporters on Thursday about the level of interest the company is seeing from states interested in ...
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AI Data-Center Leader Hits All-Time High. Credit Two Reasons After DeepSeek Carnage.
Celestica stock plunged amid the DeepSeek sell off last week but soared to an all-time high on earnings and sales outlook.
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 ...
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OpenAI’s Stargate AI Data Centers Face Global AI Competition from China’s DeepSeek
OpenAI is actively evaluating U.S. states for its massive Stargate AI data center initiative, aiming to secure Americas lead ...
These 8 stocks could be the biggest losers as DeepSeek clouds the outlook for tech
Lower construction spending on data centers because of DeepSeek could negatively impact heavy equipment stocks like ...