Amazon's Jassy says AWS capacity is sold out for 2026 and largely spoken for in 2027

Sat, Oct 24 07:06 UTC+8Updated Sat, Oct 24 12:30 UTC+8

Amazon CEO Andy Jassy said on an a16z podcast that AWS capacity is sold out for this year, largely committed for 2027 and a good chunk of 2028 is already sold, while some capacity is held back for on-demand EC2 and Bedrock. Amazon expects roughly $220 billion in capital spending this year and reports third-quarter results on Oct. 29.

Why it matters

With investors questioning AI spending, the largest cloud provider is signalling demand well ahead of supply, which will frame next week's big-tech earnings and the capex debate.

Sources2

ReutersMediaSat, Oct 24 07:06 UTC+8Amazon Cloud Capacity Sold Out Through 2027, CEO Jassy SaysView original · via U.S. News & World Report · 2 links · Sat, Oct 24 07:06 UTC+8
- Amazon’s AWS cloud capacity largely sold out through 2027, CEO saysSat, Oct 24 08:00 UTC+8
BW BusinessworldMediaSat, Oct 24 12:30 UTC+8AWS Has Sold Out Most 2027 Capacity, Says CEO Andy JassyView original · Sat, Oct 24 12:30 UTC+8

Written by dalao.ai: the title, summary and why it matters are our own words. The original reports are the record; their publishers keep authorship.