NTT DATA CEO on DeepSeek, AI Data-Center Trends

Overview

What does China DeepSeek’s efficiency breakthrough and the Stargate Project mean for the adoption of AI, data-center growth, power consumption and cooling-system demand? In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Abhijit Dubey, CEO of NTT DATA Group, sits with Omid Vaziri, BI senior analyst, to examine new trends in AI and cloud infrastructure, growth expectations and challenges. They discuss space-based data centers, optical and wireless networks replacing electronics with photonics and likely power sources. They also talk about what gen-AI adoption could mean for the industry’s operating margins and key factors to consider in its implementation. Workforce upskilling efforts needed to upgrade human capacity to adopt gen-AI makes advances in cost-efficiency from the likes of DeepSeek highly welcomed news.