Has anyone tempered their focus on data center or powered land investment after DeepSeek? Still seeing tons of Capex announced by hyperscalers but curious what real estate investors are thinking.
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What do you mean by this specifically - can you elaborate? Regarding hyperscale data centers, IMO, I think we're going to see more small-scale data centers and demand for colocation space now that DeepSeek showed that LLMs of that quality can be trained on significantly less GPUs
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