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Amazon Cloud Capacity Sold Out Through 2027, CEO Jassy Says

Oct 23 : Amazon CEO Andy Jassy said on Friday that Amazon Web Services' cloud computing capacity is largely sold out through 2027, with significant commitments extending into 2028, on growing demand for AI infrastructure.In a video podcast with Andreessen Horowitz co-founder Ben Horowitz and general partner

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AWS Has Already Sold a Good Chunk of Its 2028 Capacity

Amazon CEO Andy Jassy told the a16z Show that AWS capacity is sold out for this year and largely for 2027, with a good chunk of 2028 gone too. Roughly $220 billion in capital spending still leaves demand unmet, he said, but existing customers won't be squeezed out for AI labs.

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