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First, Microsoft tapped the AI data center brakes. Now analysts are worried about Amazon.
MSFTMicrosoft(MSFT) Business Insider·2025-04-23 17:00

First, it was Microsoft. Now Amazon is raising eyebrows on Wall Street as fresh signs suggest the cloud giant may be easing off the accelerator in the race to build AI data centers. Some analysts are concerned that Amazon Web Services, the dominant cloud provider, may be entering a digestion phase that could slow momentum in the data center market.The speculation gained traction Monday when famed short-seller Jim Chanos posted on X with a simple and ominous remark, alongside an analyst note suggesting caut ...