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Vistra and Other AI Data Center Stocks Crash. Doubts Are Starting to Creep In.
The emergence of DeepSeek is casting doubt on the power needs of AI—and on the stocks of independent power producers.
Behind $500 billion AI data center plan, US startups jockey with tech giants
This week's announcement by President Donald Trump of a massive private-sector investment to build more AI data centers casts a spotlight on a relatively small and nimble class of cloud computing firms positioned to play a bigger role in the tech sector.
DeepSeek’s rise triggers declines in US manufacturing stocks tied to AI data centers
Early Monday trading saw sharp declines across the US stock market, triggered by the unexpected rise of a Chinese AI app, DeepSeek. Over the weekend, DeepSeek soared to the top of Apple’s app chart, sending shockwaves through industries tied to artificial intelligence.
1d
on MSN
This $500 Billion AI Data Center Investment Could Accelerate Demand for This Crucial Fuel
President Trump recently announced that several companies in the private sector are teaming up to invest up to $500 billion ...
6h
The Current And Future Path To AI Inference Data Center Optimization
While training has been the focus, inference is where AI's value is realized. Training clusters need large amounts of power. Optimized inference workloads that run over and over again on new data, on ...
2d
Amazon spends $102 million on land for AI hub: Server farms vs. data centers explained
Amazon bought hundreds of acres of land in Ohio to build a massive data center. Are server farms and data centers different?
3d
on MSN
Mark Zuckerberg wants you to know he has a big AI data center, too
Meta CEO Mark Zuckerberg expects to spend as much as $65 billion on AI in 2025 as part of a “massive effort” to further the ...
4d
on MSN
Meta to spend up to $65B on massive AI data center: ‘Defining year for artificial intelligence’
Zuckerberg expects Meta’s AI assistant — available across its services, including Facebook and Instagram — to serve more than ...
21h
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 ...
1h
on MSN
It's not just Nvidia: These under-the-radar winners of the AI revolution have been hit by DeepSeek mania
Investors spent much of 2024 looking for less crowded trades set to gain from the AI boom. This week, many of those names got ...
Datacenter Dynamics
5h
Natural gas plant planned for Stargate AI data center campus - report
Developers of the first Stargate data center in Abilene, Texas, have submitted an application to site a natural gas plant ...
4d
Reliance plans world’s biggest AI data center in India, report says
Mukesh Ambani’s Reliance is planning to build what could become the world’s largest data center in Jamnagar, India, with a ...
5h
on MSN
Oracle Corporation (ORCL) Faces Selloff Amid DeepSeek AI Model Concerns, Despite $500 Billion AI Data Center Initiative
We recently compiled a list of the 10 AI News Updates Investors Should Not Miss. In this article, we are going to take a look ...
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