Amazon has paused some data center lease commitments, Wells Fargo says



Amazon has delayed some commitments around new data center leases, Wells Fargo analysts said on Monday, the latest sign that economic concerns may be affecting tech companiesโ€™ spending plans.


โ€œOver the weekend, we heard from several industry sources that AWS has paused a portion of its leasing discussions on the colocation side (particularly international ones),โ€ Wells Fargo analysts wrote in a note. They added that โ€œthe positioning is similar to what weโ€™ve heard recently from MSFT,โ€ in that both companies are reeling in some new projects but not canceling signed deals.


์›ฐ์ŠคํŒŒ๊ณ  ์• ๋„๋ฆฌ์ŠคํŠธ๋“ค์€ ์›”์š”์ผ, ์•„๋งˆ์กด์ด ์‹ ๊ทœ ๋ฐ์ดํ„ฐ ์„ผํ„ฐ ์ž„๋Œ€ ๊ณ„์•ฝ๊ณผ ๊ด€๋ จ๋œ ์ผ๋ถ€ ์•ฝ์†์„ ์—ฐ๊ธฐํ–ˆ๋‹ค๊ณ  ๋ฐํ˜”์Šต๋‹ˆ๋‹ค. ์ด๋Š” ๊ฒฝ์ œ์  ์šฐ๋ ค๊ฐ€ ๊ธฐ์ˆ  ๊ธฐ์—…๋“ค์˜ ์ง€์ถœ ๊ณ„ํš์— ์˜ํ–ฅ์„ ๋ฏธ์น  ์ˆ˜ ์žˆ๋‹ค๋Š” ์ตœ์‹  ์ง•ํ›„์ž…๋‹ˆ๋‹ค.


์›ฐ์ŠคํŒŒ๊ณ  ์• ๋„๋ฆฌ์ŠคํŠธ๋“ค์€ ๋ณด๊ณ ์„œ์—์„œ "์ฃผ๋ง ๋™์•ˆ ์—ฌ๋Ÿฌ ์—…๊ณ„ ์†Œ์‹ํ†ต์œผ๋กœ๋ถ€ํ„ฐ AWS(์•„๋งˆ์กด ์›น ์„œ๋น„์Šค)๊ฐ€ ์ฝ”๋กœ์ผ€์ด์…˜ ๋ถ€๋ฌธ ์ž„๋Œ€ ๋…ผ์˜์˜ ์ผ๋ถ€(ํŠนํžˆ ํ•ด์™ธ ๊ฑด)๋ฅผ ์ž ์ • ์ค‘๋‹จํ–ˆ๋‹ค๋Š” ์ด์•ผ๊ธฐ๋ฅผ ๋“ค์—ˆ๋‹ค"๊ณ  ์ผ์Šต๋‹ˆ๋‹ค.


๊ทธ๋“ค์€ ์ด์–ด "์ด๋Ÿฌํ•œ ์ž…์žฅ์€ ์ตœ๊ทผ MSFT(๋งˆ์ดํฌ๋กœ์†Œํ”„ํŠธ)๋กœ๋ถ€ํ„ฐ ๋“ค์—ˆ๋˜ ๊ฒƒ๊ณผ ์œ ์‚ฌํ•˜๋‹ค"๋ฉฐ, ๋‘ ํšŒ์‚ฌ ๋ชจ๋‘ ์ผ๋ถ€ ์‹ ๊ทœ ํ”„๋กœ์ ํŠธ๋Š” ๋ณด๋ฅ˜ํ•˜๊ณ  ์žˆ์ง€๋งŒ ์ด๋ฏธ ์ฒด๊ฒฐ๋œ ๊ณ„์•ฝ์„ ์ทจ์†Œํ•˜๋Š” ๊ฒƒ์€ ์•„๋‹ˆ๋ผ๊ณ  ๋ง๋ถ™์˜€์Šต๋‹ˆ๋‹ค.




์›๋ฌธ์€ c nbc์ธ๋ฐ ๋ด‡ ๋ง‰๊ฒ ๋‹ต์‹œ๊ณ  ๊ธˆ์ง€์–ด๋กœ ๋ง‰์•„๋†”์„œ ๋งํฌ๋Š” ๋ชป ๊ฒ€


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