Blackstone stated on Thursday that large -scale investment in data centers was not impaired by low -cost artificial intelligence models from Deep Seek in China because the need for physical infrastructure was still indispensable for AI.
An alternative asset manager with a leasing data center equivalent to $ 80 billion is based on this segment strategy based on a “very wise approach” and advertises a partnership with “part of the world's largest company”. I mentioned.
The data center provides infrastructure for storing, processing and analyzing a huge amount of highlands that are essential for training and execution of AI models.
Data centers such as Blackstone were expected to be part of the largest beneficiary of the AI boom because of the increasing recruitment and increasing demand for such infrastructure.
However, the sudden arrival of DeepSeek defeated the world of high -tech and caused debate over demand. I was worried that the emergence of low -cost options could delay investment in the data center.
Jonathan Gray, President of Blackstone, said in a post -revenue phone call with analysts, said that the company was closely developed Deepseek.
However, he expects the decline in cost to be more likely to be a wider recruitment of AI, and is increasing the demand for data centers.
“As the use rises significantly, there is still an important need for data centers. We still think it is a very important segment,” Gray said.
His comment shows his views from Jeffreies analysts earlier this week.
“In fact, as the AI space has become more competitive, they will be surprised to see HyperScalers slowing down the Capex plan,” they wrote.
The launch of DeepSeek has caused an investor's scrutiny that is expected to analyze the Tech Giants AI spending plan in the coming week.
Microsoft and Meta CEO defended large AI spending this week, stating that it was important to maintain competitiveness in new fields.
Blackstones have decreased by nearly 4 % in the afternoon transaction.
