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.
Blackstone defends data center investment vision, but admits it's watching DeepSeek concerns "very closely"
Blackstone took a defensive stance in its latest earnings call after China's DeepSeek caused tech stocks to tumble. After previously using the call to push the benefits of AI infrastructure, the subject was not broached until Morgan Stanley asked about DeepSeek-instigated data center buildout concerns.
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.

Microsoft Ramps Up Data Center Push In Malaysia

Data center operator DataBank nets $250M equity investment
Data center operator DataBank has raised $250 million in an equity investment and an additional $600 million in a secondary ...
POWER Magazine1h
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 ...
The Wild West – Early Days of the Data Center
I recently welcomed my friend David McCall to the studio for a conversation about various topics in the data center industry. We wanted to talk about looking to ...
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.
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?
Construction Dive2d
Multibillion-dollar data center projects to watch
In addition to Oracle and OpenAI's Stargate initiative, Amazon, Meta, Google and other tech giants are building facilities ...
Bisnow2h
Harrison Street's Data Center Head On Its New $600M Fund, DeepSeek And M&A
Harrison Street's Michael Hochanadel spoke to Bisnow about the firm's approach to the data center sector and the major trends ...
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 ...