0023 GMT - Tuesday's share-price falls by data center operators NextDC and Infratil have created a buying opportunity in both stocks, says Jefferies. Investors turned skittish on news that China's DeepSeek had trained a sophisticated AI model at a fraction of the cost of its Silicon Valley rivals. However, analyst Roger Samuel thinks the impact could be a "net positive". When technology boosts the efficiency with which resources are used, prices fall and demand rises, he says. The world uses more resources as a result. "We think it is highly unlikely that Hyperscalers will reduce their capex spend on the back of efficiency gains," he says. "We think the case will more likely be that efficiency savings are re-invested to accelerate AI developments." (david.winning@wsj.com; @dwinningWSJ)
(END) Dow Jones Newswires
January 28, 2025 19:23 ET (00:23 GMT)
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