Amazon CEO Andy Jassy: $220B capex still can't meet AI demand, AWS eyes $1T run-rate
a16z · youtube · 2026-10-23
Amazon CEO Andy Jassy joins a16z's Ben Horowitz and Erik Torenberg to discuss the AI buildout. Key points:
- Amazon expects $220B capex in 2026 yet is still leaving meaningful AI demand unserved; Jassy believes the buildout could make AWS a $1 trillion annual run-rate business
- AI demand is a 'barbell' with a capacity crunch; data center expansion faces community backlash
- Annapurna Labs custom chips are key to cutting costs — cheaper inference unlocks broader enterprise adoption
- He explains why Amazon invested in Anthropic and OpenAI
- Orgs are being rebuilt around smaller, faster teams; Alexa is being reinvented; cybersecurity, human judgment and critical thinking matter more in the AI era
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