Infographic

What DeepSeek Means for Data Center Investment Risk

Lighter models won’t slow data center growth, but they do add uncertainty. Investors must assess demand shifts and readiness for AI’s power and cooling needs.

By Alessandro Cannarsi, Padraic Brick, and Robert Ferguson

Infographic

What DeepSeek Means for Data Center Investment Risk
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    Partner, Milan
  • Partner, San Francisco
  • Associate Partner, San Francisco
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Published in March 2025
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