Amazon CEO: AWS sold out for 2026, nearly for 2027, despite $220B yearly capex
rohanpaul_ai · x · 2026-10-24
Amazon CEO Andy Jassy revealed in an a16z interview that AWS capacity is sold out for 2026, mostly sold out for 2027, and partly gone for 2028. Despite spending $220B in capex this year, Amazon still can't keep up with AI-driven demand — a stark snapshot of how tight cloud compute supply has become, locked out years in advance.
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