AWS AI cloud capacity sold out through 2027, 2028 bookings filling fast
AWS has sold out most AI cloud capacity through 2027, with 2028 bookings filling rapidly, CEO Andy Jassy said.Summary
Amazon CEO Andy Jassy said AWS has booked most of its cloud-computing capacity through 2027, with significant commitments already extending into 2028, as enterprise demand for AI infrastructure outpaces supply. Speaking on a video podcast, Jassy called demand "insatiable" and said even 2026 capacity is effectively sold out. He noted Amazon has roughly $220 billion in capital expenditure planned for 2026 and could spend more, implying heavy investment before revenue fully lands. While AWS reserves some compute for on-demand users and services like Bedrock and EC2, long-term capacity blocks are largely committed. This means AWS is selling infrastructure two to three years ahead of delivery, raising execution risk from potential data-center construction or chip supply delays.
(Source：Vector Wire)