AWS CEO Andy Jassy says 2026 capacity sold out, 2027 largely sold out, chunk of 2028 gone
sudoraohacker · x · 2026-10-24
AWS CEO Andy Jassy revealed that AWS's compute capacity is sold out for 2026, largely sold out for 2027, and a good chunk of 2028 is already gone.
Key points:
- Jassy says data center, power, and memory supply constraints mean the shortage "doesn't end in 2027."
- AWS reserves some on-demand capacity for inference services like Bedrock and EC2, but the big chunks are sold.
- Both the AI business and the non-AI core business are growing rapidly, forcing trade-offs on constrained memory.
- Ben Horowitz separately quoted Jassy saying the shortage extends beyond 2028, arguing supply scarcity makes this fundamentally different from the dot-com bubble.
Related event: Amazon CEO Says AWS Compute Sold Out Through 2027 as AI Demand Surges(3 posts)→
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