US EditionAmazon has paused some data center lease commitments, Wells Fargo says
- Amazon has paused negotiations on some co-location data center deals, primarily in Europe, according to Wells Fargo.
- Microsoft has also been reported to pause or cancel some of its data center plans, as indicated in a Wells Fargo report.
- An Amazon executive stated that there is still strong demand for infrastructure at the heart of the AI boom.
- Concerns remain that demand for AI infrastructure may be cooling due to economic factors, including trade wars and potential recessions.
19 Articles
19 Articles
Amazon has halted some data center leasing talks, Wells Fargo analysts say
Amazon.com has paused some data center lease talks for its cloud division, particularly in overseas markets, suggesting a short-term slowdown in leasing for large-scale facilities, Wells Fargo analysts said on Monday.
Cloud Infrastructure Growth Could Cool This Year Despite AI Excitement, Analyst Says
Amazon stock has been hit by fears about tariffs and e-commerce but analysts are warning about cloud risks as well. The post Cloud Infrastructure Growth Could Cool This Year Despite AI Excitement, Analyst Says appeared first on Investor's Business Daily.
An Amazon exec has hit back at claims it's pausing some data center lease talks
An AWS VP has responded to a report suggesting the company is pausing data center leases.Noah Berger/Getty Images for Amazon Web ServicesAn Amazon VP says the company is still seeing strong demand for data centers.A Wells Fargo report suggested AWS was pausing some data center leasing discussions.Another February analyst note said Microsoft was stepping back from some data center lease negotiations.An Amazon executive has fired back at an analys…
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