Amazon Web Services (AWS), as a leading cloud provider, could see a negative impact on its short-term growth expectations for AI services due to customer caution around spending. The high costs of running AI software are a significant barrier, potentially leading to slower adoption and reduced revenue growth from these services in the near term.

Google, a major player in AI and cloud services, faces potential short-term growth challenges for its AI offerings due to customer concerns over the high costs of running AI software. This caution in spending could lead to slower adoption rates and negatively impact revenue growth from AI services in the short term.

Given Microsoft's significant investment in AI technologies, any indication of customer hesitation or reduced spending in this area could negatively impact anticipated revenue growth from these services. The high costs associated with running AI software are cited as a primary concern, which could lead to slower adoption rates and, consequently, a negative short-term impact on Microsoft's stock.