Amazon and Nvidia say AI data center demand is not slowing down

Core Insights - Amazon and Nvidia executives assert that the construction of AI data centers is continuing unabated despite recession fears among investors [1][2] - Amazon's VP of global data centers, Kevin Miller, reports strong demand for data centers, with expectations for growth in the coming years [2][3] - Nvidia's senior director, Josh Parker, echoes that there are no signs of a slowdown in demand for compute and energy due to AI [3][5] Industry Trends - Concerns have arisen on Wall Street regarding potential pullbacks in data center buildout plans by tech companies, particularly following reports of Amazon Web Services pausing some leases [2] - The reaction to China's AI startup DeepSeek, which raised concerns about energy efficiency in data centers, is described as a "kneejerk" response by Nvidia [4][5] - Anthropic co-founder Jack Clark highlights the need for 50 gigawatts of new power capacity by 2027 to support AI, equating to approximately 50 new nuclear plants [5] Energy Needs - A consensus is forming in the tech and energy sectors that natural gas will be essential to meet the growing power demands of AI [6]