AWS CEO expects to be short on compute 'for the next couple of years' as demand outstrips supply
firstadopter · x · 2026-11-11
Amazon's AWS CEO says compute demand is 'far outstripping supply' right now and expects the company to be short on compute 'for the next couple of years.' Shared with a sarcastic note about how bearish this sounds for chip stocks — given the supply crunch, quite the opposite.
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