First, Microsoft tapped the AI data center brakes. Now analysts are worried about Amazon.
1. AWS pauses some data center deals, raising investor concerns. 2. Analysts note cooling demand for data centers, especially in Europe. 3. Kevin Miller insists strong AI demand persists at AWS. 4. Historical 'digestion phases' in data center leasing can last 6-12 months. 5. Tech giants like Meta and Google continue to pursue new capacity aggressively.