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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.

Alessandro Cannarsi, Padraic Brick, and Robert Ferguson

Infographic

What DeepSeek Means for Data Center Investment Risk
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Authors
  • Headshot of Alessandro Cannarsi
    Партнер, Milan
  • Headshot of Padraic Brick
    Партнер, San Francisco
  • Headshot of Robert Ferguson
    Младший партнер, San Francisco
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First published in Март 2025
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