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David. said...

Jordan Novet reports that Amazon has paused some data center lease commitments, Wells Fargo says, quoting the Wells Fargo analysts:

""Over the weekend, we heard from several industry sources that AWS has paused a portion of its leasing discussions on the colocation side (particularly international ones)," Wells Fargo analysts wrote in a note. They added that "the positioning is similar to what we've heard recently from MSFT," in that both companies are reeling in some new projects but not canceling signed deals."

As Arlo Guthrie says:

"three people do it—three, can you imagine? ... they may think it's an organization."

Apr 22, 2025, 11:37:36 AM

Posted to Going Out With A Bang