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Can AI narratives continue? Following Microsoft, there are also reports that Amazon is slowing down the expansion of its Datacenter.
① Analysts from Wells Fargo & Co have indicated through industry channels that Amazon has slowed down negotiations for new Datacenter leases; ② Previously aggressive in expanding computing power, Microsoft has begun making adjustments to its Business; ③ Analysts also pointed out that, aside from the two major Cloud Computing giants, activities from large Technology companies like Google have not shown signs of fatigue.