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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.

Datacenter Dynamics · 2h

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.

The New York Times · 3h

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.

New York Post on MSN · 4h

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

Bloomberg on MSN · 7h

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.

Forbes · 18h

Microsoft Ramps Up Data Center Push In Malaysia With New Johor Land Deal

Microsoft is doubling down on its investments in Malaysia with the acquisition of an additional plot of land near the Singapore border from Crescendo Corp.—a real estate developer controlled by palm oil tycoon Gooi Seong Lim—as the U.

Yahoo · 22h

Microsoft buys 240 acres in Kenosha for new data center, farmers fear being pushed out

While local officials discuss the economic benefits, some farmers worry about the long-term impact on agriculture and rising costs.

3hon MSN

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 ...

CRN4h

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 ...

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 ...

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.

2hon MSN

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 ...

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 ...

3don MSN

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 ...

Datacenter Dynamics3h

Meta’s Mesa, Arizona, data center comes online

Meta has brought its Mesa data center in Arizona online. The company broke ground on the initially-$800 million data center ...

12mon MSN

Goldman Sachs lifts LandBridge stock target to $73, maintains Buy

Goldman Sachs updated its outlook on LandBridge (NYSE:LB), raising the price target to $73 from the previous $71 while reaffirming a Buy rating on the shares. The stock, currently trading at $65.22, ...

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DeepSeek, Blackstone and data center

Microsoft Ramps Up Data Center Push In Malaysia

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