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Nvidia, DeepSeek

1 Data Center Stock to Buy on the DeepSeek Dip (Hint: It's Not Nvidia)

DeepSeek built a competing large language model (LLM) to OpenAI's ChatGPT, but claims that it trained the model with old Nvidia processors that aren't widely used anymore. This news has shellshocked technologists and analysts across Wall Street because if DeepSeek's methods of building highly capable AI can be done using legacy hardware,

Business Insider · 1d

‘DeepSeek Is a Big Threat,’ Says Top Analyst About Nvidia Stock

Nvidia (NASDAQ:NVDA) shares had a nice rally today, surging nearly 5%. Yet, the stock hasn’t fully recovered from the recent bombshell dropped

AOL · 1d

Nvidia stock pops as Big Tech spending boom cools DeepSeek fears

Nvidia stock rallied on Wednesday as its top customers, Big Tech giants like Alphabet, continue to invest more in the AI boom.

Hosted on MSN · 2d

AI Data-Center Leader Hits All-Time High. Credit Two Reasons After DeepSeek Carnage.

Celestica stock plunged amid the DeepSeek sell off last week but soared to an all-time high on earnings and sales outlook.

The Motley Fool · 1d

Is Nvidia Stock Still a Buy After DeepSeek's Breathtaking Innovation?

While some have recovered, Nvidia ( NVDA 5.21%) has not. Nvidia's stock is around 20% off its all-time high, thanks to the DeepSeek scare, but I don't think investors should panic sell. Instead, they should consider this a buying opportunity,

OpenAI considering 16 states for data center campuses

EconoTimes · 44m

OpenAI’s Stargate AI Data Centers Face Global AI Competition from China’s DeepSeek

OpenAI is actively evaluating U.S. states for its massive Stargate AI data center initiative, aiming to secure Americas lead in artificial intelligence against China. Chris Lehane, OpenAIs chief global affairs officer,

NBC New York · 10h

OpenAI considering 16 states for data center campuses as part of Trump's Stargate project

OpenAI executives updated reporters on Thursday about the level of interest the company is seeing from states interested in building large data centers.

YAHOO!Finance · 9h

OpenAI's Stargate AI venture is scouting for US data center sites

SAN FRANCISCO (Reuters) -ChatGPT maker OpenAI said on Thursday that it is evaluating U.S. states as potential artificial intelligence data center locations for its massive Stargate venture, framing the project as a matter of urgency for the United States to beat China in the global AI race.

How DeepSeek could impact Blackstone's $100-billion data-center bet. 'We're watching what's happening very closely.'

Blackstone is a leading investor in data centers and other computing infrastructure. COO Jon Gray addressed the DeepSeek ...

12h

Deepseek AI Will Increase Data Storage And Make AI More Accessible

More efficient AI training approaches could reduce data center power requirements, make AI modelling more accessible and increase data storage and memory demand.

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 ...

19hon MSN

Power Stocks Had Been on an AI Tear. Then Came DeepSeek.

The efficiency gains of DeepSeek’s AI models startled the power industry, which is set to invest billions in electricity ...

15hon MSN

These 8 stocks could be the biggest losers as DeepSeek clouds the outlook for tech

Lower construction spending on data centers because of DeepSeek could negatively impact heavy equipment stocks like ...

10d

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 ...

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 ...

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