DeepSeek, a Chinese AI start-up, has disrupted traditional notions regarding the energy and investment required for AI systems. Blackstone's president, Jonathan Gray, remains optimistic about the importance of physical infrastructure, particularly data centers, to support AI technologies. He acknowledges that as the cost of computing power diminishes, AI adoption will increase, leading to more inquiries. Despite the transformation in energy needs for AI models, Blackstone's approach remains focused on securing long-term leases from technology firms for their data center investments, which have been substantial in recent years, including notable acquisitions in the data center sector.
We still think there's a vital need for physical infrastructure, data centers and power... The way customers use these data centers could very well change.
As the cost of computing power for A.I. drastically decreased, A.I. would be more widely adopted. While less power is needed, people will ask more questions.
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