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Amazon has delayed some commitments around new data center leases, Wells Fargo analysts said on Monday, the latest sign that economic concerns may be affecting tech companies' spending plans.

A week ago, a Microsoft executive said the software company was slowing down or temporarily holding off on advancing early build-outs. Amazon Web Services and Microsoft are the leading providers of cloud infrastructure, and both have ramped up their capital expenditures in recent quarters to meet the demands of the generative artificial intelligence boom.

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etyn100 : Microsoft too halt current construction as well

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SeaBird0110 : Y’all scare too easily

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AzonAdam SeaBird0110 : She's not wrong tho. This gonna ruin the margin profit and revenue for NVIDIA. Which in return hurt the price of stock. NVIDIA will likely continue to go down this week.

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102875548 : date of article

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