China Data Centers_ AI investments with efficiency to drive sustainable IDC development and valuation re-rating; Buy VNET_GDS
-·2025-02-13 06:50
12 February 2025 | 6:59AM HKT China Data Centers AI investments with efficiency to drive sustainable IDC development and valuation re-rating; Buy VNET/GDS The emergence of DeepSeek is challenging the traditional assumptions of AI training costs, and is enabling faster growth of AI inference demand. More importantly, this development along with other recent AI model launches (e.g. ByteDance Doubao 1.5 Pro, Moonshot Kimi k1.5, Alibaba Qwen2.5, S1 developed by a team led by Professor Li Fei-Fei at Stanford Uni ...