Amazon Executive has again launched a analyst note indicating that the company stops plans to expand its data center.
“On Monday LinkedIn post There is still a “strong demand” for the company to access infrastructure at the heart of the mutation of artificial intelligence.
Earlier on Monday, Wells Fargo published a research note saying that its analysts “heard from several sources in the industry” that AWS had stopped some discussions of renting the data center.
Analysts said that these discussions were on the “Mamluk side”, a strategy in which excessive performance such as AWS regains an area in a data center belonging to an external party.
The note said, entitled “Data Centers: AWS continues”, “It is not yet clear whether AWS slows down some rent is an anxiety.”
Analysts have made clear that there may be a “digestion” period that lasts from six to 12 months in which the leasing activity slows down before picking up again.
Miller said in his post in LinkedIn that AWS learned to “consider multiple options in parallel” nearly two decades after the introduction of the data center capacity.
“It may end up with some options at a cost too much, while others may not cost when we need the capacity,” said Miller. “At other times, we find that we need more capacity in one place and less in another.”
While Miller pointed out that he was “routine capabilities management”, the report is likely to have raised the concern of investors who discussed the request center request as a reference to the amount of momentum in which artificial intelligence services are located.
Data centers have become one of the increasing importance in the Tuwaidi artificial intelligence boom, as companies such as AWS used them to host the servers loaded with chips that can train the models that lead this industry today.
Earlier this year, major technology companies have shown that they are all in the boom of artificial intelligence through a group classification of more than $ 300 billion in spending on the infrastructure of Amnesty International.
But in February, Microsoft shares decreased by 1.3 % after a report from a TD Cowen analyst said that the company is returning from negotiations on rental contracts for data centers in multiple markets.
Amazon spokesman referred BI to Miller’s LinkedIn Post.
