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14 分钟
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.
energyintel
23 小时
AI Breakthrough Raises Concerns About US Gas Demand Growth
An apparent AI innovation in China is throwing the US tech sector’s robust long-term gas demand projections into question.
23 小时
Why We Sold GE Vernova Before The DeepSeek Drop
Warren Buffett has garnered so much fame for his financial acumen that investors hang on his every word. The "Oracle of Omaha ...
Bisnow
1 天
Big Tech Firms, Blackstone Tamp Down DeepSeek Data Center Fears
Meta, Microsoft and Blackstone executives say DeepSeek's advancements in AI training won't impact data center demand — at least not yet.
1 天
Nvidia and a Videogame Stock Were Some of the Nasdaq 100’s Worst January Performers
January was filled with twist and turns for Wall Street. Investors had to digest the ordinary flow of news, including a jobs ...
1 天
‘ChatGPT tu hai ek wannabe’: China’s DeepSeek gets ‘mic drop’ moment, roasts its ...
DeepSeek created a humorous rap roasting ChatGPT in Hinglish, leading to a playful exchange between the two AIs. Users found the rap battle hilariously entertaining.
datacenterfrontier.com
1 天
Why DeepSeek Is Great for AI and HPC and No Big Deal for Data Centers
The announcement of DeepSeek's R1 model led to significant market reactions, with notable declines in tech stocks, including ...
cweb
1 天
Apple Shares Rise 4 percent as Upbeat Sales Outlook Eases iPhone Concerns
Apple (NASDAQ:AAPL) shares climbed around 4% in pre-market today after initially dipping in response to the company’s latest ...
1 天
Why Silicon Valley Is Losing Its Mind Over This Chinese Chatbot
The United States may have kicked off the A.I. arms race, but a Chinese app is now shaking it up. R1, a chatbot from the ...
1 天
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 ...
1 天
Trump's threat for 25% tariffs on Mexico and Canada is challenging the auto industry
On a sales basis, German automaker Volkswagen is the most exposed to tariff risk, followed by Nissan Motor and Stellantis, ...
IPE
1 天
Blackstone still positive on data centres as infrastructure business grows 34%
Speaking during a quarterly earnings call, Gray said assets under management of Blackstone Infrastructure Partners (BIP) had ...
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