Datacenter Dynamics5mOpinion
DeepSeek and the generative AI perception dilemma
Dylan Patel, the well-respected analyst at SemiAnalysis, claims the company has a 50,000 GPU H100 cluster, a number also ...
Time to 'panic' or 'overblown'? Wall Street weighs how DeepSeek could shake up the AI trade
AI stocks fell across the board Monday as the investment community absorbed news of a potentially more cost-effective Chinese ...
insideHPC1h
HPC News Bytes 20250127: Trillions for AI, the Limits of Data Center Largeness, India’s Chip Fab Entry
Good morning to you on this cold and dry January morning in the Northern Hemisphere. As AI data center fever prevails we ...
insideHPC1h
HPC News Bytes 20250127: Trillions for AI Data Centers, the Limits of Data Center Largeness, India’s Chip Fab Entrance
Good morning to you on this cold and dry January morning in the Northern Hemisphere. As AI data center fever prevails we ...
JD Supra2h
President Trump Starts First Week with AI Executive Orders and Investments — AI: The Washington Report
In his first week in office, President Trump took three significant actions on AI that lay the foundation for a new ...
Big Tech AI Stocks To Showcase AI Gains, Capex In Q4 Reports
Earlier this week, the US government unveiled plans to spend up to $500 billion on AI infrastructure under a project ...
Japan And China Trigger Meltdown In U.S. Stocks
Sharp market declines stem from global economic concerns. Learn why upcoming earnings reports and U.S. AI spending could ...
Jim Cramer’s Bold Predictions About These 12 AI Stocks
To compile our list of Jim Cramer’s bold predictions about AI stocks, we scanned the stocks he mentioned in Mad Money and ...
Meta wants to build data center half the size of Manhattan
Meta is emulating Microsoft, Amazon and Google. Together, they are investing around USD 300 billion in AI data centers.
DeepSeek ‘punctures’ AI leaders’ spending plans, and what analysts are saying
Chinese AI firm DeepSeek has emerged as a potential challenger to U.S. AI companies, demonstrating breakthrough models that ...
This $500 Billion AI Data Center Investment Could Accelerate Demand for This Crucial Fuel
President Trump recently announced that several companies in the private sector are teaming up to invest up to $500 billion ...
Here’s what the sellside is saying about DeepSeek
For anyone wanting to train an LLM on analyst responses to DeepSeek, the Temu of ChatGPTs, this post is a one-stop shop. We’ve grabbed all relevant sellside emails in our inbox and copy-pasted them ...