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ai, DeepSeek

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 new AI technology from Chinese start-up DeepSeek cast doubt on a projected surge in U.

Climate Crisis 247 on MSN · 23h

AI Data Center Electricity Demand May Be Wrong Because Of DeepSeek

Just a few weeks ago, the largest AI development and product companies led by Microsoft, OpenAI, Google, Facebook

Seeking Alpha on MSN · 3d

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.

Nvidia, DeepSeek

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 “bigger is better” competitive orientation.

Wall Street Journal · 1d

DeepSeek’s Rise Exposes Nvidia’s Weakness

A new Chinese AI model threatens to diminish the need for Nvidia’s most-expensive chips, but some say the concerns are overblown.

MarketWatch on MSN · 1d

Why DeepSeek’s advantage is temporary and its success won’t sink Nvidia

In case there’s any question, under no circumstances is Nvidia about to lose its market dominance due to a Chinese software app. In fact, the U.S. stock market’s deep dive on Monday because of DeepSeek gives you a chance to load up on Nvidia and power-grid stocks.

16m

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 ...

4hon MSN

Tech CEOs try to reassure Wall Street after DeepSeek shock

Leaders at Microsoft and Meta told investors that China’s DeepSeek doesn’t harm their businesses and that they will still ...

6hon MSN

1 Super Semiconductor ETF to Buy in the Wake of the DeepSeek Sell-Off

Chinese research lab DeepSeek just upended the artificial intelligence (AI) industry with its new, hyper-efficient models.

2d

Is DeepSeek really sending data to China? Let’s decode

The allegations are significant from a security standpoint, but the fact is that DeepSeek can only store data on Chinese ...

Inside Climate News3h

DeepSeek’s Emergence Shows the Power Sector’s AI Dreams May Not Proceed as Expected

The Chinese AI company roiled financial markets and showed the road to growth in electricity demand may be bumpy.

19hon MSN

DeepSeek's More Efficient AI Model Throws Doubt on Tech's Energy Outlook

Did DeepSeek just deep-six estimates about AI's energy needs? The Chinese upstart claims a far more efficient AI model, ...

23hon MSN

Why DeepSeek Is Sparking Debates Over National Security, Just Like TikTok

T he fast-rising Chinese AI lab DeepSeek is sparking national security concerns in the U.S., over fears that its AI models ...

2h

DeepSeek, Stargate, and the new AI arms race

The Chinese chatbot and OpenAI’s new data center venture present a stark contrast for the future of AI.

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