Microsoft axes some AI data center leases, TD Cowen says
Microsoft has axed some of its leases on data centers as DeepSeek’s rapid rise casts doubt over massive US spending ...
Tag: DeepSeek
DeepSeek hysteria could quickly fade as skepticism grows
The markets want you to think the DeepSeek freak-out is an immediate existential threat to US tech and AI dominance. ...
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, ...
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