The leaner artificial intelligence models pioneered by China’s DeepSeek will not hit near-term demand for data centres, according to a leading supplier of electrical infrastructure.
“Our indicators tell us that the demand will be very sustained,” said Olivier Blum, chief executive of Schneider Electric, whose shares slumped after DeepSeek last month released an AI model thought to be developed with far less computing power than US counterparts.
Schneider has benefited from surging demand for its data centre products and services in recent years, which tech companies need to power their artificial intelligence models and cloud technology.
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