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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.
ai, Microsoft and Cloud computing
Microsoft cloud growth constrained by data center shortage
Microsoft said its cloud-computing business will continue to grow slowly in the current quarter as the company struggles to build enough data centers to handle demand for its artificial intelligence products.
Microsoft's SWOT analysis: cloud giant's stock poised for AI-driven growth
Microsoft Corporation (NASDAQ:MSFT), a titan in the technology industry with a market capitalization of $3.09 trillion, continues to dominate the software and cloud computing landscape while making significant strides in artificial intelligence (AI).
Microsoft’s AI and Cloud Growth Drive Buy Rating Amid Azure Challenges
In a report released yesterday, Andrew Marok from Raymond James reiterated a Buy rating on Microsoft (MSFT – Research Report), with a price
2d
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.
7d
Behind $500 billion AI data center plan, US startups jockey with tech giants
This week's announcement by President Donald Trump of a massive private-sector investment to build more AI data centers casts ...
7h
on MSN
Data analytics startup Athenic AI wants to be an enterprise’s central nervous system
The result was Athenic AI, a company that uses AI to run data analytics for enterprises across all of their data sources.
10h
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 ...
6d
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 ...
CRN
8h
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 ...
6d
on MSN
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 ...
6d
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 ...
1d
on MSN
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 ...
43m
on MSN
Intel's quarterly revenue tops expectations as investors await new CEO
Intel exceeded December-quarter expectations, but its current-quarter forecast missed predictions. The company struggles with ...
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