Amazon CEO says AWS is out of compute until beyond 2028
rohanpaul_ai · x · 2026-10-20
Amazon CEO Andy Jassy told a16z co-founder Ben Horowitz (on the All-In Podcast) that Amazon is out of compute until beyond 2028.
Horowitz argues this isn't a dot-com repeat: back then the network was built before enough users existed, while in AI demand exceeds anything anyone can supply.
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