The generative AI conference in New York highlighted a strong appetite for investment in AI infrastructure, contrary to fears of reduced spending following the stock market collapse linked to DeepSeek AI. Attendees and analysts indicated that there is no excess capacity in the market and a strong ongoing demand for generative AI solutions. Analysts like Mandeep Singh and Anurag Rana noted that the impact of DeepSeek AI is prompting a reevaluation of how AI can operate with fewer resources, influencing future AI project funding decisions.
"The most important question right now in front of everybody is the AI infrastructure build. Yeah. Where are we in that cycle?"
"We had ten panels today, and not a single person on those panels said we have more capacity than we need."
"DeepSeek shook a lot of people. If you are not needing that many GPUs to run models, then why do we need $500 billion for the Stargate project?"
Collection
[
|
...
]