亚马逊也传出停租部分数据中心，AI算力热潮开始褪去？

智通财经网2025-04-22

智通财经APP获悉，周一，富国银行指出，亚马逊(AMZN.US)暂停部分数据中心租赁，亚马逊股价收盘下跌超过3%。分析师Eric Luebchow在给客户的报告中写道：“上周末，我们从几个业内消息人士那里得知，AWS暂停了部分托管方面的租赁谈判(尤其是国际租赁)。”这是继微软(MSFT.US)之后，又一家科技巨头暂缓扩张数据中中心的最新消息。Luebchow表示：“目前尚不清楚暂停的程度，但其定位...

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GW的有功电力容量，其中约70%是自建的。Luebchow补充说，假设这是一个潜在的“消化”期，那么它可能需要6到12个月(甚至更短)的时间才能重新寻找更多的产能。Luebchow指出：“目前尚不清楚AWS减缓一些租赁是一个令人担忧的领域，还是只是超大规模算力活动的自然起伏。看起来超大规模企业在租赁大型电力集群方面更加挑剔，并收紧了2026年底之前交付的容量的预租赁窗口。”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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