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Data centers They looked like the new gold fever in Spain. Recent data revealed how investments of Various Big Tech They promised to significant this market. Artificial intelligence promoted all those efforts, but these days some companies are rethinking what to do. The reason is, of course, Deepseek.
Deepseek. The arrival of the models Deepseek v3 in November and Deepseek-R1 Just a few days ago it has made all these investments now questioned for a single reason. It may not be necessary to spend so much money. Chinese models of this startup seem to show that the same can be achieved (or more) With much less.
“Unrealistic”. As revealed expandingSpain could attract more than 43.7 billion investment until 2030. However, sources in the sector have indicated in that economic newspaper that some millmillonarium projects to build large data centers in Spain were “unrealistic” and there is talk of figures that were not even guaranteed by the funds.
Market adjustment. The Search for efficiency You can make these analyzes a certain adjustment in the market. Both investment funds and risk capital companies can now show more prudence when investing. Spaindc provided for the arrival of 58,000 million euros to the data centers sector until 2030.
But there will be (a lot of investment). Although it seems clear that there will be a review of the budgets in various projects, as long as the need for the creation of data centers will continue to exist. The demand, due to the rise of AI and cloud services, will be remarkable.
Great plans. In our country ACS has for example plans to invest globally 60,000 million euros (12,000 million in Spain). Merlin, another of the leading companies in this sector, announced the promotion of two megacampus in Extremadura with 1 GW capacity in each. Repsol, also cited expanding, It has plans to invest 4,000 million in Spain in this area.
Long -term optimism, but short caution. The movements that have occurred these days after the impact caused by Depseek seems to have made many companies be recalibrating their short, medium and long term plans. However, it is impossible to know what the impact of medium -term Deepseek will be. Some experts pointed out In the Independent How they were not entirely convinced of the real efficiency of Deepseek, but they admit that that will certainly force a potential rethinking of the data centers.
Image | Amazon
In Xataka | We have calculated how much money the Big Tech are being spent on data centers. The numbers are dizzy
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