Amazon AWS executives refuted claims of a slow down in data center expansion, asserting that demand remains robust during the AI boom. Kevin Miller, VP of global data centers, stated in a LinkedIn post that AWS is actively managing capacity by exploring various leasing options. This response follows a Wells Fargo analysts' report, suggesting AWS may be pausing some leasing talks, particularly in colocation. The report notes that slower leasing can sometimes indicate a routine digestion phase in the market, typically lasting several months.
Miller mentioned AWS has learned to 'consider multiple options in parallel' regarding data center capacity, reflecting routine capacity management amid strong demand.
Wells Fargo's report indicated a potential slowdown in AWS's data center leasing discussions, but the timing might just reflect a routine pause in the industry.
Analysts noted that AWS's leasing discussion slowdown could be part of a normal 'digestion' period lasting six to twelve months before activity picks up again.
Despite concerns, Miller emphasized that there is still 'strong demand' for AWS data centers, underscoring their critical role during the AI boom.
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