These 29 AI Electricity, Infrastructure Stocks Are Crashing Due to DeepSeek News

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1. Bloom Energy Corporation (NYSE:BE)

Number of Hedge Fund Holders: 25

Share Price Decline: (31.6%)

Bloom Energy Corporation (NYSE:BE) develops solid-oxide fuel cell systems for on-site power generation, helping meet the growing energy demands of AI data centers. On January 27, BMO Capital noted that the DeepSeek model launched on January 10 used Nvidia (NVDA) H800 chips instead of the latest models with higher power intensity. It acknowledged that “there’s a lot we don’t know” about the Chinese AI model, but there are concerns about DeepSeek “heavily pressuring” power and electric infrastructure equities with influence on data center demand. This includes Market Perform-rated Bloom Energy (NYSE:BE), the analyst said. Even though the firm said it knows little about DeepSeek, the power intensity of servers could be 50%-75% less than the ones using Nvidia’s latest GPU platform.

While we acknowledge the potential of BE as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than BE but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.

READ NEXT: 20 Best AI Stock To Buy Now and Complete List of All AI Companies Under $2 Billion Market Cap.

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