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DeepSeek Means The End Of Big Data, Not The End Of Nvidia
The probable impact of DeepSeek’s AI model will be the reorientation of U.S. Big Tech away from relying exclusively on their “bigger is better” competitive orientation.
Mizuho looks at what DeepSeek means for data centers
''Mizhuo looks at what DeepSeek means for data centers'' ********** Well the rumours on the interwebs are that DeepSeek perfected ''Liquid Cooling'' in their data-centre. The key to their success. There's that.
AI Data Center Electricity Demand May Be Wrong Because Of DeepSeek
Just a few weeks ago, the largest AI development and product companies led by Microsoft, OpenAI, Google, Facebook
Why DeepSeek’s advantage is temporary and its success won’t sink Nvidia
In case there’s any question, under no circumstances is Nvidia about to lose its market dominance due to a Chinese software app. In fact, the U.S. stock market’s deep dive on Monday because of DeepSeek gives you a chance to load up on Nvidia and power-grid stocks.
56m
Blackstone's Jon Gray addresses concerns about DeepSeek's impact on its $100-billion-plus data center bet
Blackstone is a leading investor in data centers and other computing infrastructure. COO Jon Gray addressed the DeepSeek threat in an earnings call.
22m
on MSN
How DeepSeek changed Silicon Valley’s AI landscape
Chinese AI lab DeepSeek provoked the first Silicon Valley freak-out of 2025. Here's what it could mean for American AI policy ...
2d
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 ...
7h
on MSN
DeepSeek just taught the AI industry 5 hard lessons
Have American tech companies completely misunderstood what they should do with Large Language Models? It certainly looks that ...
6h
on MSN
1 Super Semiconductor ETF to Buy in the Wake of the DeepSeek Sell-Off
Chinese research lab DeepSeek just upended the artificial intelligence (AI) industry with its new, hyper-efficient models.
4h
on MSN
Tech CEOs try to reassure Wall Street after DeepSeek shock
Leaders at Microsoft and Meta told investors that China’s DeepSeek doesn’t harm their businesses and that they will still ...
Inside Climate News
3h
DeepSeek’s Emergence Shows the Power Sector’s AI Dreams May Not Proceed as Expected
The Chinese AI company roiled financial markets and showed the road to growth in electricity demand may be bumpy.
20h
on MSN
DeepSeek's More Efficient AI Model Throws Doubt on Tech's Energy Outlook
Did DeepSeek just deep-six estimates about AI's energy needs? The Chinese upstart claims a far more efficient AI model, ...
2d
Is DeepSeek really sending data to China? Let’s decode
The allegations are significant from a security standpoint, but the fact is that DeepSeek can only store data on Chinese ...
2h
DeepSeek, Stargate, and the new AI arms race
The Chinese chatbot and OpenAI’s new data center venture present a stark contrast for the future of AI.
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