DeepSeek: is the data centre industry deep sunk?
The last several days have seen financial markets and pundits losing their collective minds over several recent AI developments, especially the Deepseek training announcements and to a lesser degree, Alibaba’s Qwen AI model. People need to calm down – this is a long haul, not a get rich quick scheme – at least for most of us. If you are, however, engaged in a short term liquidity hunt and this situation has terminally shaken your confidence due to doom scrolling on CNN, perhaps it is time to find your next grift … uh, I mean career. The rest of us will somehow recover from your departure, I assure you. Now, to the week’s developments …
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