2025-01-30 23:28:00 :
Blackstone company enjoys investors in data center investment
Deepseek’s low -cost AI model subverts the global market
Despite DeepSeek, analysts still maintain optimistic about data center investment
NIKET NISHANT and Manya Saini
January 30th (Reuters) -Whigishi said on Thursday that due to the low -cost artificial intelligence model of Deepseek in China, its large -scale investment in data centers will not be damaged, because the demand for AI physical infrastructure is still on AI to AI. It is important.
The replacement asset manager has a leased data center worth $ 80 billion. He said that his strategy for the market segment is based on a “very cautious method” and promoted his cooperation with “the largest company in the world”. Partnership.
Data centers provide infrastructure for storing, processing and analyzing a large amount of information. This information is critical to training and running the AI ​​model.
It is expected that investors in data centers (such as Blackstone) will become some of the biggest beneficiaries of AI prosperity, because more and more adopted, the demand for such infrastructure will increase.
However, Deepseek’s sudden arrival subverted the technology community and caused debates about demand, fearing that the appearance of low -cost choices may slow down investment in data centers.
Jonathan Gray, president and chief operating officer of Blackstone, said in a phone call with analysts that the company is paying close attention to the development related to Deepseek.
However, he is expected to use AI more widely to increase the demand for data centers.
Gray said: “As the use rises significantly, the data center is still crucial. We still think that this is a very important market segment.”
His comments echoed the viewers of Jefferies earlier this week.
They wrote: “In fact, because AI space becomes more competitive, we will be surprised to see Hyperscalers slow down their capital expenditure plan.”
The release of DeepSeek has triggered investors’ censorship, and they are expected to analyze the AI ​​expenditure plan of the technical giant in the next few weeks.
The CEOs of Microsoft and Meta also defended a large number of AI expenditures this week, saying that it is essential to maintain competitiveness in new fields.
Blackstone stocks lasted nearly 4 % in the afternoon transactions. (Manya Saini and NIKET NISHANT reports in Bangalore; Krishna Chandra Eluri edit)
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