Heard on the Street: Behind the AI Splurge at Microsoft and Meta
That was the combined capital spending by Microsoft and Meta Platforms last quarter, nearly double a year earlier. The bulk of it went on chips and data centers to power generative AI services. Read w ...
Vertiv Holdings (VRT): The Most Obvious Data Center Play in the DeepSeek Fallout
We recently published a list of Jim Cramer Breaks Silence On DeepSeek AI Sell-Off & Discusses These 12 Stocks. In this ...
Meta, Microsoft downplay DeepSeek threat
Meta CEO Mark Zuckerberg, meanwhile, seemed to downplay the threat posed by DeepSeek, saying that the industry is constantly changing and DeepSeek’s announcement is simply a part of that ebb and flow.
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.
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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 ...
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 ...
Why blocking China’s DeepSeek from using tech from US AI rivals may be difficult
Top White House advisers this week expressed alarm that China’s DeepSeek may have benefited from a method that allegedly ...
Bitcoin mining hashrate set to slow down — Here’s why
Several signals indicate that the Bitcoin network hashrate is set to slow down in the coming weeks, dampening competition ...
Mark Zuckerberg: DeepSeek shows why U.S. must be AI’s ‘global open-source standard’; no reason to rethink spending
The cofounder and CEO of Meta doubled down on plans to spend hundreds of billions of dollars on AI infrastructure as China's DeepSeek raises questions about the costs of the AI arm's race.
DeepSeek’s Rise Threatens NVIDIA Corporation (NVDA)’s AI Chip Dominance, Sparks Market Concerns
We recently compiled a list of the Top 10 AI News and Ratings You Probably Missed. In this article, we are going to take a ...
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Microsoft’s cloud division misses growth targets amid slower demand for AI services
Microsoft announced slow business growth in its cloud business in Q1 2025 as it struggles to create data centers that can handle the demand for its AI.
Blackstone reaffirms big bet on AI data centers — despite DeepSeek threat
Lower costs could yet lead to a wider adoption of AI, boosting demand for data centers, Blackstone’s president said.