Analysts from Wells Fargo have reported that Amazon (AMZN, Financial) is delaying some of its new data center leasing discussions, with a particular focus on international leases. This action mirrors recent moves by Microsoft (MSFT), which has also decelerated or temporarily postponed the early stages of its AI infrastructure development.
Earlier this month, Amazon CEO Andy Jassy indicated that the company does not plan to cut down on building data centers, despite the reported delays. These strategic pauses suggest a cautious approach towards global expansion in data infrastructure amidst changing market conditions.
