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Under the Deepseek effect, Goldman Sachs puts cold water on the Datacenter boom: the Global Datacenter utilization rate has reached its peak.
From the release of DeepSeek, which is a low-cost competitor to ChatGPT, to Microsoft scaling back its Global AI Datacenter projects, and Alibaba Director Zhang Yong warning about a bubble in USA AI infrastructure investments, multiple warning signals are flashing: the boom in AI Datacenters may soon be facing a cool down.
wwwarrior OP : let's see if we can push to 6 before the next pullback
1604 wwwarrior OP : pushed
FT81 : why did it shoot up?
wwwarrior OP FT81 : I'm not exactly sure, other than it seems to be stair stepping to the upside.