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Amazon.com (NASDAQ:AMZN) has reportedly paused portions of its data center leasing negotiations for Amazon Web Services (AWS), signaling a potential slowdown in demand from major artificial intelligence (AI) clients, according to a recent Wells Fargo note.
The investment bank stated that AWS paused parts of its discussions to lease data center capacity, particularly in international regions. While the scale of the pause remains unclear, the move suggests caution in cloud infrastructure expansion amid shifting AI workloads.
This development follows Microsoft’s (NASDAQ:MSFT) announcement last week that it is also scaling back data center expansion, stoking concerns about an oversupply in the AI-driven data infrastructure market. Wells Fargo highlighted that AWS and Microsoft are the two largest AI hyperscalers, and the pause indicates a potential moderation in overall data center demand.
Analysts noted that it’s uncertain whether the leasing slowdown reflects a broader trend or simply the cyclical nature of hyperscaler operations. However, other major players—including Meta (NASDAQ:META), Google (NASDAQ:GOOGL), and Oracle (NYSE:ORCL)—remain active in expanding their data infrastructure. Ambitious projects like OpenAI and SoftBank’s Project Stargate also continue to push forward with large-scale data center plans.
Despite ongoing activity from other firms, any slowdown by AWS and Microsoft could impact the demand outlook for AI hardware manufacturers, particularly chip and server makers like Nvidia (NASDAQ:NVDA), which heavily rely on hyperscaler investment.
Earlier this year, Amazon indicated plans to invest over $100 billion in AI infrastructure by 2025, making the current pause particularly noteworthy for investors tracking cloud and AI sector growth.
