(BFM Stock Exchange) – The two actions are retreating this Tuesday, while Wells Fargo reported on Monday that Amazon Web Services would have shifted DataCenters rentals, a key segment for the two groups.

Schneider Electric and Legrand evolve at the tail of the CAC 40 platoon, this Tuesday, April 22. The two specialists in electrical equipment and energy efficiency solutions abandon 4% and 2.4% respectively, accusing the two most important folds of the Parisian index.

The two titles are heckled by analyst comments surrounding Amazon Web Services, a subsidiary of Amazon specializing in dematerialized computer services (“Cloud”). As CNBC reports, the Wells Fargo bank wrote on Monday that WSA would have paused certain commitment to datacenter capacity rental (data center).

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Cornerstone of growth

“During the weekend, we learned from several industrial sources that WS had interrupted part of its rental discussions on the side of the colocation (in particular international discussions)” wrote the bank’s analysts in a note cited by the American media. These same analysts have added that this information arises from Microsoft’s statements, which said, last week, having shifted or slowed down “early projects” of data center capacity.

However, according to Barron’s, a stock market news site linked to the Wall Street Journal, an Amazon manager would have reacted to Wells Fargo’s note by declaring that the group did not intend to change its plans in terms of datacenters.

Datacenters are essential infrastructure to ensure the proper functioning of cloud services. These services are experiencing strong growth, which results in increased demand for data centers.

These infrastructures are in essence very energy -consuming. In turn, their boom resulted in a sharp increase in demand for Schneider Electric and Legrand technologies.

The information published by Wells Fargo thus comes to shed a doubt about the growth prospects of the two companies.

A previous case in February

Already in February, comments from analysts quite similar about Microsoft had sealed the courses of the two groups.

Schneider Electric Director General Olivier Blum said in February on BFM Business that datacenters represented around 25% of the company’s revenues. Above all, data centers are the largest growth axis in the company.

Schneider Electric did not specify their contribution to the growth of the company, when it is published by its fourth activity. However, Schneider Electric spoke of the “dynamism” of the data centers to explain its growth of more than 25% in its “energy management” activity in North America. This activity had enabled Schneider to atomize expectations, with growth in comparable data of 12.5% ​​in the fourth quarter, when analysts were only tapped on 7.9%.

Recently, Goldman Sachs and Royal Bank of Canada went to buy on Schneider Electric. Despite market concerns, the two banks have judged that the company presented attractive growth prospects.

For Legrand, Barclays assessed in a recent note his exposure to datacenters at around 20% of his income.