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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.
9h
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.
3h
on MSN
Talen goes to court over FERC's Amazon co-located data center rejection
Talen Energy is asking a U.S. appeals court to weigh in on a decision by federal regulators last year to reject a power ...
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 ...
4d
First data center for Trump administration's Stargate AI initiative coming to Abilene
Stargate's first data center campus, located in Abilene, will be about 875 acres, but only says it will create at least 57 ...
1d
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 ...
3d
AI spurs an explosion in data center spending. Can it all pay off?
OpenAI debuted its Operator agent system. It’s just a research preview for now, a start toward the promised land of AI agents ...
7h
on MSN
Chevron, Engine No. 1 and GE Vernova team up on powering US data centers, with AI in focus
Oil company Chevron is partnering with Engine No. 1 and GE Vernova to create natural gas power plants in the United States ...
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 ...
Bisnow
6h
How Hybrid Cooling Is Future-Proofing Data Centers For The Next Generation Of AI
With the demand for data higher than ever, data center cooling is crucial. Liquid and hybrid cooling are the future of the ...
4d
Trump's AI push puts data-center bonds in focus
Investors aren't getting a whole lot of extra compensation on highly rated corporate bonds these days with spreads near ...
5d
OpenAI, SoftBank each commit $19 bln to Stargate AI data center, the Information reports
OpenAI and Japanese conglomerate SoftBank will each commit $19 billion to fund Stargate, a joint venture to develop data ...
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