The launch of DeepSeek, an open-source Chinese AI model, shook the U.S. tech industry, causing Mag 7 stocks to drop amid fears of reduced demand for high-end chips. But what does this mean for data centres and, more specifically, data centre REITs? In this roundtable, we discuss why DeepSeek is ultimately a positive development for the AI industry, why not all data centers and data center REITs are created equal, and how to identify the right REITs to capitalize on AI-driven growth. All this and more in our latest episode!
00:00 Introduction
01:43 Mag 7
06:20 Data centres
09:37 Keppel DC REIT
17:33 AI growth
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