Google says capacity stays tight into 2027 as AI labs book AWS faster than it can build
tzmartin · x · 2026-10-24
If your roadmap requires large new reserved capacity in 2027, start planning and securing it now.
- Google is prioritizing its own frontier AI models over Cloud customers; Pichai confirmed "capacity stays tight into 2027"
- AWS is mostly sold out due to customer demand — AI labs are booking capacity faster than Amazon can build
Related event: Amazon CEO: AWS compute sold out through 2026, 2027 nearly booked(8 posts)→
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