Andy Jassy: AWS is installing an AI accelerator every 14 seconds, and capacity still sells out instantly
inductionheads · x · 2026-10-30
On Amazon's earnings call, CEO Andy Jassy said AWS is now installing an AI accelerator "about every 14 seconds," with customers absorbing capacity almost as fast as it comes online.
The poster argues this directly undercuts the narrative that Amazon is overspending on AI — demand for compute still far exceeds supply.
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