Blackstone Riafirmon big bet on he databases – despite the deep threat

Blackstone said on Thursday her massive investment in databases will not be damaged by low -cost artificial intelligence models from Deepseek, China, as the need for physical infrastructure was still vital for him.

Alternative assets manager, who has rental data centers worth $ 80 billion, said his strategy for this segment was based on a “very careful approach” and demanded its partnerships with “some of the most companies great in the world. “

Data centers provide infrastructure for storing, processing and analyzing large information that is essential for training and running it.

Investors in databases, such as Blackstone, were expected to be some of the biggest beneficiaries of the boom as the increased adoption led to a higher demand for such infrastructure.

But Deepseek’s sudden arrival raised the technology world and sparked a debate on demand, with concerns that the emergence of a low -cost option could slow down investments in databases.

Blackstone President and main operating officer Jonathan Gray, in a call after profits with analysts, said the company was looking closely at Deepseek related developments.

However, he expects the lower costs can lead to a wider approval of him, increasing the demand for databases.

“As use grows significantly, there is still a life need for databases. We still think it’s a very important segment,” Gray said.

His comments echo the views by analysts in Jefferies earlier this week.

“In fact, we would be surprised to see the hyperstaclers slow down their Capex plans as the space was just more competitive,” they wrote.

The departure of Deepseek has triggered control from investors, who are expected to closely analyze the expenditure plans of Giants of technology technology.

Microsoft and Meta’s CEO also defended the mass costs of this week by saying it was important to stay competitive in the new field.

Blackstone shares decreased nearly 4% in the afternoon trade.