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Digesting DeepSeek news and what to do with electrical stocks here


Published on 2025-02-15 05:01:10 - Investing
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  • Investing.com -- The DeepSeek news has reignited concerns over the AI infrastructure build-out, leading investors to reassess the duration of the data center capital expenditure (capex) cycle.

The article from Investing.com discusses the recent developments in the electrical sector, focusing on the impact of DeepSeek, a new AI model developed by China's Ant Group. DeepSeek has shown promising results in various AI benchmarks, potentially positioning it as a competitor to established models like those from OpenAI. This news has implications for electrical stocks, particularly those involved in AI and data center infrastructure. The article suggests that investors should consider the potential growth in demand for advanced computing power and energy-efficient technologies. It highlights companies like NVIDIA, which could benefit from increased AI model training needs, and utilities like NextEra Energy, which might see a surge in demand for renewable energy sources to power these data centers. The piece advises investors to look at companies that are either directly involved in AI technology or those that support the infrastructure necessary for AI's expansion, while also considering the broader market trends and regulatory environments affecting the sector.

Read the Full Investing Article at:
[ https://www.investing.com/news/stock-market-news/digesting-deepseek-news-and-what-to-do-with-electrical-stocks-here-3865068 ]