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20250422 - Amazon also slows down its data centre commitments
Manage episode 479663510 series 3662020
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AI: onward and upward!
Text version: https://pivot-to-ai.com/2025/04/22/amazon-also-slows-down-its-data-centre-commitments/
Amazon slides as Wells Fargo says company pausing some data center leases https://seekingalpha.com/news/4432925-amazon-slides-as-wells-fargo-says-company-pausing-some-data-center-leases
Amazon has halted some data center leasing talks, Wells Fargo analysts say https://www.reuters.com/business/retail-consumer/amazon-has-halted-some-data-center-leasing-talks-wells-fargo-analysts-say-2025-04-21/
Kevin Miller: "There continues to be significant interest and speculation about the data center expansion plans of AWS and other cloud providers" https://www.linkedin.com/posts/kevinmiller_there-continues-to-be-significant-interest-activity-7320189474083127296-imlR/
Previously:
Microsoft plays down AI bubble, cancels data center leases https://pivot-to-ai.com/2025/02/24/microsoft-plays-down-ai-bubble-cancels-data-center-leases/
Confirmed: Microsoft stops new data centres worldwide https://pivot-to-ai.com/2025/04/07/confirmed-microsoft-stops-new-data-centres-worldwide/
video: https://www.youtube.com/watch?v=JdbyF7uN2sM&list=UU9rJrMVgcXTfa8xuMnbhAEA
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