Amazon has paused some data center lease commitments, Wells Fargo says
- Amazon has paused negotiations on some co-location data center deals, according to Wells Fargo and TD Cowen.
- Wells Fargo indicated that the pause in data center leases may reflect a 'digestion' period before new activity resumes.
- Concerns arise that the slowing pace of data center expansions may signal cooling demand for AI infrastructure, as reported by observers.
- An AWS Vice President emphasized that there is still strong demand for data center access, despite the pause in leasing discussions.
24 Articles
24 Articles
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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.
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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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