Amazon Web Services (AWS) Vice President, Kevin Miller, has responded to an analyst note suggesting the company is pausing data center expansion plans.
A Wells Fargo research note stated that AWS had paused some data center lease discussions, but the concerns are yet unclear.
Miller mentioned that capacity management and considering multiple options are routine for AWS, with decisions based on cost and capacity requirements.
Data centers play a crucial role in the AI industry, and any pause in leasing activity may be seen as a concern by investors.