8 place 204

144 First, Microsoft tapped the AI data center brakes. Now analysts are worried about Amazon.

Business Insider
Alistair Barr @ Business Insider · 04/23/2025 05:00 EDT

First, Microsoft tapped the AI data center brakes. Now analysts are worried about Amazon.

Some analysts think AWS is entering a 'digestion phase' similar to Microsoft, pausing some data center deals amid signs of market moderation.

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