Business · Updated 24 Oct, 09:23 am IST
AWS says cloud capacity largely sold out through 2027 due to AI demand
Why it matters for readers: This shows how much cloud power AI needs and why companies are racing to secure servers for model training and inference.
- Amazon CEO Andy Jassy said AWS capacity is largely sold out through 2027 and that a good chunk of 2028 is also committed.1
- Jassy made the remark during a video podcast with Andreessen Horowitz co-founder Ben Horowitz and partner Erik Torenberg.1
- He linked the shortage to insatiable demand from AI labs and enterprises for cloud and inference infrastructure.1
- Jassy noted AWS still reserves capacity for on-demand use and its Bedrock inference service (EC2), despite large commitments.1
- Amazon previously said it would spend about $220 billion in capital expenditure for 2026 as it expands infrastructure.1
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