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 $ 80 billion, said his strategy for the segment was based on a “very careful approach” and demanded its partnerships with “some of the largest companies in the world. “

Data centers provide infrastructure for storing, processing and analyzing large findings of information that are 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 aroused a debate on the question, with Merries the emergence of a low -cost option can slow down investments in databases.

Blackstone’s president and chief of operating Jonathan Gray, in a call after profits with analysts, said the company was looking closely to developments to develop.

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

“As use goes up, there is still a vital 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 when we see the hyperstacle slows down their Capex plans as the space he just became even more competitive,” they write.

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.