AWS sold out for 2026, mostly 2027 — Amazon spending $220B this year still can't meet demand
rohanpaul_ai · x · 2026-10-24
Amazon CEO Andy Jassy revealed on an a16z interview that AWS capacity is fully sold out for 2026, mostly sold out for 2027, and partly gone for 2028.
Despite Amazon spending $220B in capex this year, the company still can't keep up with AI demand — signaling that cloud compute scarcity is becoming a structural, multi-year constraint rather than a temporary crunch.
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