The number of technology giants who belong to the plans of the artificial intelligence data center rises to two. According to the banks of Wales Fargo and TD Cowen, Amazon has Temporarily Negotiations on some of the joint site data center deals, primarily in Europe. The news comes shortly after that many reports have indicated that Microsoft has stopped or canceled some of its plans.
“It is not clear the size of temporary suspension, but its situation is similar to what we recently heard from MSFT-it digests modern aggressive leasing offers,” says Wales Vargo’s report. It continues to emphasize that Microsoft still seems to pass with already signed deals. The joint site is the concept of sharing the massive infrastructure costs by building data in partnership with other companies you need.
It is important to keep in mind that other companies, including Meta and Xai, continue to create databases strongly to feed the artificial intelligence models. Building large -scale data centers require large amounts of energy, which networks have struggled to fulfill, and Amazon may need more time to already open data centers. The WELLS FARGO report stipulates that the e -commerce giant has already 9 GGAWATTS of the active energy capacity in the current infrastructure of the data center.
But the news also supports some concern that the demand for Amnesty International’s infrastructure is cooling as companies are still struggling to find ways to use new technology to save time and money. This does not help to cause the ongoing trade war of President Trump. Amazon has decreased by 24 % this year, and the company is exposed to definitions on China, and estimates indicate more than 70 % of the goods In the same name market comes from China.
There is anxiety among economists that the trade war and potential stagnation can slow the mutation of artificial intelligence where the main players, including NVIDIA, are arrested in Crossfire. This company receives a large amount of its business from China, and it is subject to scrutiny to promote it on holidays for high -end chips that evade sanctions and landing in China. If Amazon reduces investment in new data centers, this may damage NVIDIA sales of chips.
Amazon reports on its next profits on May 1, and there will be close eyes on how to seek artificial intelligence. Microsoft recently retreated on an ambition A billion -dollar data center project in OhioSudden officials there who provided the company generous tax incentives to disrupt the deal despite fears that they will use very few people and require huge energy and water resources. CEO Satia Nadella tried to tame expectations regarding the artificial intelligence revolution, saying in an interview that technology It has not yet turned into a meaningful elevator For the American economy, although his company has repeated its plans to spend $ 80 billion on infrastructure in the next few years.
If there is any silver lining, the locals will not have to pay a lot of taxes to support these canceled promotions. On the other hand, they use a lot of construction workers for the initial operation, and there was some hope that the demands of the data centers finally pay the local municipalities to upgrade the tense infrastructure and build clean energy. There was a slice of hope that artificial intelligence would provide something with an immediate practical value, if not Chatbots that are still mistaken at all times or Police -based police systems.
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