Amazon CEO says AWS compute capacity is sold out for 2026; this year's $220 billion in spending still can't meet demand
AI summary
Amazon CEO Andy Jassy said AWS compute capacity is already sold out for 2026, mostly sold for 2027, and some has already been booked for 2028. He said Amazon is spending $220 billion this year and still can't keep up with demand. The remarks come from a full video on the a16z YouTube channel.
Body
> AWS capacity is sold out for 2026, mostly sold out for 2027, and partly gone for 2028
> Amazon is spending $220B this year and still can't keep up with demand
-Amazon CEO Andy Jassy
---- Full video on "a16z" YouTube channel, (link in comment) https://t.co/SH0S62EwXo