Ben Horowitz says Amazon is sold out of compute through end of 2028
RihardJarc · x · 2026-10-17
On the All-In Pod, Ben Horowitz said he spoke with Amazon's CEO a few days ago, who told him the company is sold out of compute past 2028, possibly to end of 2028.
The poster adds analysis: hyperscaler revenue should keep accelerating not only from new data centers, but as long-term contracts that currently under-earn roll off and get repriced at much higher spot rates. Worsening financing conditions for neoclouds are a gift to hyperscalers, tightening supply and restoring their oligopoly.
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