DeepSeek, Blackstone and Data Center

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 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.
Big Tech Firms, Blackstone Tamp Down DeepSeek Data Center Fears
Meta, Microsoft and Blackstone executives say DeepSeek's advancements in AI training won't impact data center demand — at least not yet.
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 previously using the call to push the benefits of AI infrastructure, the subject was not broached until Morgan Stanley asked about DeepSeek-instigated data center buildout concerns.
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.
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 defends $80bn data centre investment as DeepSeek shakes market
Rising rents for data centres, amid breakneck spending by tech giants, have buoyed earnings for the alternative asset manager, which is building infrastructure for Big Tech groups such as Amazon, Microsoft and Alphabet.
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Blackstone still positive on data centres as infrastructure business grows 34%
Speaking during a quarterly earnings call, Gray said assets under management of Blackstone Infrastructure Partners (BIP) had ...
Blackstone announces 1,120% jump in net income
Net income for the quarter totaled $1.3 billion, or $0.92 per share, in a 1,120% increase from $109 million a year earlier.
BX Dips on Real Estate & Data Center Woes, Posts Record Q4 AUM Balance
Despite reporting record Q4 AUM balance and earnings beat, weak Real Estate segment performance & data center concerns drag ...
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Blackstone Stands Strong Amid AI Disruption
Blackstone, a significant investor in data centers, asserts the importance of physical infrastructure in the AI era despite ...
Blackstone Results Powered by Infrastructure Investments
The firm is sticking with the strategy, which includes backing data centers, after it drove near-record earnings.
Blackstone's profit surges as dealmaking rebounds, execs signal CRE recovery
Blackstone beat estimates for fourth-quarter profit on Thursday, driven by a pickup in dealmaking, while executives at the ...
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Blackstone’s Gray Says ‘Office Has Bottomed,’ Eyes 1.5M SF Manhattan Tower
The chief operating officer of the investment giant said high-quality assets in strong markets were being priced at ...