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 article, we are going to take a look at where Vertiv Holdings Co (NYSE:VRT) stands against other stocks discussed by Jim Cramer with insights on the DeepSeek AI sell-off.
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.
Blackstone's Jon Gray addresses concerns about DeepSeek's impact on its $100-billion-plus data center bet
Blackstone is a leading investor in data centers and other computing infrastructure. COO Jon Gray addressed the DeepSeek threat in an earnings call.
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.
Mizuho looks at what DeepSeek means for data centers
''Mizhuo looks at what DeepSeek means for data centers'' ********** Well the rumours on the interwebs are that DeepSeek perfected ''Liquid Cooling'' in their data-centre. The key to their success. There's that.
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.
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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 ...
DeepSeek Means The End Of Big Data, Not The End Of Nvidia
The probable impact of DeepSeek’s AI model will be the reorientation of U.S. Big Tech away from relying exclusively on their ...
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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 ...
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 ...
DeepSeek just taught the AI industry 5 hard lessons
Have American tech companies completely misunderstood what they should do with Large Language Models? It certainly looks that ...
Cerebras becomes the world’s fastest host for DeepSeek R1, outpacing Nvidia GPUs by 57x
B AI model on its wafer-scale processor, delivering 57x faster speeds than GPU solutions and challenging Nvidia's AI chip dominance with U.S.-based inference processing.
How DeepSeek changed Silicon Valley’s AI landscape
Chinese AI lab DeepSeek provoked the first Silicon Valley freak-out of 2025. Here's what it could mean for American AI policy ...