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Power Stocks Had Been on an AI Tear. Then Came DeepSeek.
The efficiency gains of DeepSeek’s AI models startled the power industry, which is set to invest billions in electricity projects.
How DeepSeek could deliver another blow to the stock market
On the flip side, if DeepSeek ends up delivering a less costly way forward, “I think it’s going to be a lot easier for typical companies to more easily use AI in their business,” he said. Under that scenario,
1 Unstoppable AI Stock That's Not Affected By DeepSeek's Breakthrough.
The stock is priced for perfection. Many investors are worried about DeepSeek's latest breakthrough. Its Chinese developers claim to have trained a generative AI model that's on a par with many of the U.
2d
AI boom spurs Big Tech to build clean power on site
Tech groups and clean power builders are partnering to co-locate data centers and power generation to reduce permitting and ...
3d
on MSN
Texas' largest university strikes a deal to test a cleaner way to power AI
Texas A&M plans to be a test bed for small nuclear reactors that could help meet the state's skyrocketing electricity demand ...
9d
DeepSeek Shows We Need To Pump The Brakes On Building Gas To Power AI
Energy demands are rising due to AI and consumer demand, but we don’t need to fill the gap with more natural gas.
1d
Monolithic Power forecasts Q1 revenue above estimates on AI demand, shares surge
Monolithic Power Systems forecast first-quarter revenue above estimates on Thursday, betting on strong demand for its power ...
Datacenter Dynamics
6h
Data Centre Trends 2025: Power, AI, and Progress
AI expansion, sustainability imperatives, and evolving regulatory landscapes are combining to drive unprecedented demand in the data center industry. As demand accelerates, operators must rethink ...
3d
The Insatiable Hunger For AI Power Continues To Grow
SAP estimated that it takes 200 terawatt-hours of electricity per year to power all the data centers around the world, and of course, that’s growing.
Hosted on MSN
2h
“AI is dramatically reshaping many industries, including gaming”: Nvidia’s Jesse Clayton muses on the AI-powered future of gaming
The AI gaming innovations that you see in the [RTX] 50 Series, such as DLSS 4, requires a lot of hard work and dedication ...
4h
on MSN
Tech giants are lining up over $300 billion in AI spend. Their CEOs are betting cheaper models will drive up AI demand.
Meta, Google, Amazon, and Microsoft are ramping up their AI capex spend, despite investor concerns that it's undermined by ...
Microsoft
1d
Unleashing the power of AI in India
Explore how businesses are innovating with AI in India and read Microsoft's initiatives to accelerate AI adoption.
3d
NuScale Power: Will AI Data Center Energy Demand Keep This SMR Stock Hot?
NuScale has the potential to become the go-to SMR developer for AI data center power. Click here to see why SMR stock is a ...
1d
on MSN
New AI hardware on the horizon thanks to electrically programmable spintronic device
AI transformational impact is well under way. But as AI technologies develop, so too does their power consumption. Further ...
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