Wells Fargo, Cowen flag AWS data center leasing pause. Hyperscale demand cooling globally
WELLS FARGO + COWEN FLAG AWS DATA CENTER LEASING PAUSE Both banks say $AMZN AWS has hit pause on some colo leasing deals—mainly international. Cowen notes hyperscale demand is cooling a bit, especially in Europe, with Amazon slightly pulling back on U.S. colocation activity too.… pic.twitter.com/aS5vN7UwnK — Wall St Engine (@wallstengine) April 21, 2025