AWS 2027 capacity is largely sold out; prices on it rose 15% in January
YvesMulkers · x · 2026-11-04
Amazon's CEO says 2027 AWS capacity is largely sold out. The sharp observation: what's scarce isn't the compute itself but the discount — prices on that same capacity rose 15% in January. Even customers locking in capacity through 2027 face rising costs, underscoring a seller's market for AI compute.
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