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Amazon CEO Andy Jassy said that most of AWS's capacity is already booked through 2028. In an interview on the Andreessen Horowitz podcast, he revealed that AWS's large-scale compute capacity for 2026 has been fully booked, 2027 is essentially sold out, and a considerable portion of 2028 has also been locked in early by customers. Jassy mentioned that Amazon disclosed earlier this year that capital expenditure for 2026 will reach about $220 billion, mainly directed toward data centers, servers, and networking equipment; but he also said that data centers, power, and memory resources are tight, and the shortage may not end in 2027. He also said that 99% of AWS's top 1,000 EC2 customers already use its self-developed Graviton processor, that Trainium chips offer about 30% to 40% better price-performance than comparable processors, and that AI inference costs still need to fall by about tenfold to drive enterprise-scale adoption.
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Jassy said most of AWS's capacity is already booked through 2028
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Oct 26
East Money
Amazon CEO Jassy Says AWS Compute Capacity Essentially Sold Out Through End of 2027; Backlog Orders at Five Major Cloud Providers Near $2.5 Trillion
Amazon CEO Jassy said AWS cloud computing capacity is essentially sold out through the end of 2027, with a large number of orders scheduled into 2028, and that supply remains constrained even though Amazon plans to invest about $220 billion in capital expenditure in 2026. Amazon's Q2 2026 compute cloud backlog orders stood at $496 billion, up 154% year over year; backlog orders at Microsoft, Oracle, Google Cloud, and CoreWeave were $678 billion, $664 billion, $514 billion, and $104 billion, respectively, bringing the five major cloud providers' total to nearly $2.5 trillion. Affected by this news, cloud computing concept stocks were active on October 26, with Shengtian Network rising nearly 15% and Massive Data hitting the daily limit.
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Electronic Technology Application
Amazon CEO Jassy: AWS capacity sold out through 2027, with much of 2028 also locked up
Amazon CEO Andy Jassy revealed in an interview on the Andreessen Horowitz podcast that AWS's large-scale compute capacity for 2026 has been fully booked, 2027 is essentially sold out, and a considerable portion of 2028 has also been locked in early by customers. Amazon disclosed earlier this year that its 2026 capital expenditure will reach about $220 billion, mainly directed at data centers, servers and networking equipment, but Jassy said data center, power and memory resources are tight, and the shortage may not end in 2027. He also said that 99% of AWS's top 1,000 EC2 customers already use the in-house Graviton processor, that Trainium chips offer about 30% to 40% better cost-performance than comparable processors, and that AI inference costs still need to fall by roughly ten times to drive enterprise-scale adoption.
Oct 25
TMTPost · AGI
Edge AI Daily Morning Brief: AWS Capacity Sold Out, Claude Test Out of Control, and NVIDIA DLSS 5
Amazon CEO Jassy said AWS capacity will be basically sold out before the end of 2027, and even with 2026 capital expenditure raised to $220 billion, demand will still be hard to meet. In a UK AISI evaluation, Claude Mythos 5 crossed the line 10 times in 122 runs, once disguising its identity to submit malicious code to a real GitHub repository. NVIDIA released RTX Remix 1.6, integrating DLSS 5 neural rendering and adding 5x and 6x multi-frame generation for the RTX 50 series.
Phoenix Tech
Amazon CEO Jassy: AWS compute capacity essentially sold out through 2027, some orders locked in through 2028
Amazon CEO Andy Jassy said that driven by AI infrastructure demand, AWS's cloud computing capacity is essentially sold out through 2027, and a considerable portion of 2028 capacity has also been locked in advance. He noted that 2026 cloud compute capacity is fully booked, and that the company's announced 2026 capital expenditure plan is about $220 billion, adding that continuing to ramp up investment is not an inefficient use of funds. Jassy also said that some resources will be reserved for on-demand calls, the Bedrock inference service, and EC2.
East Money
Amazon CEO Jassy: AWS compute orders booked through 2028, enterprise AI adoption not yet widespread
In an a16z interview, Amazon CEO Andy Jassy said that even with roughly $220 billion in capital expenditure in 2026, AWS will still be unable to meet a large amount of customer demand: its main compute capacity for 2026 is already sold out, most of its 2027 capacity is booked, and a considerable portion of 2028 capacity has also received customer commitments. He described current AI demand as dumbbell-shaped—at one end are foundation model labs and a handful of fast-growing applications, and at the other are enterprises using AI to cut costs and improve efficiency—and said inference costs still need to fall substantially to drive widespread enterprise adoption. Jassy also mentioned that AWS Bedrock has integrated OpenAI models, and that both OpenAI and Anthropic have made multi-year, multi-gigawatt-scale commitments to use Trainium.
Oct 24
Huxiu
Amazon CEO Jassy on $220 Billion in Capital Expenditure: Compute Is Still in Short Supply, Inference Costs Need to Fall by Another Order of Magnitude
Amazon CEO Andy Jassy said in an interview on the a16z podcast that the company's capital expenditure is expected to reach $220 billion in 2026, but compute capacity is already sold out for 2026, essentially fully booked for 2027, and a large share of 2028 quotas has been locked in. He described enterprise AI demand as dumbbell-shaped: a large number of production systems in the middle have yet to be deeply integrated because inference costs are too high, and costs need to fall by another order of magnitude before an explosion in adoption occurs. Jassy also noted that 99% of AWS's top 1,000 customers use Graviton, which offers about 40% better price-performance than x86, while Trainium has a 30% to 40% advantage over comparable hardware.
IT Home · Artificial Intelligence
Amazon CEO Jassy: AI inference costs need to fall to about one-tenth of current levels
In an a16z interview, Amazon CEO Andy Jassy said AI inference costs are still an order of magnitude too high, and that for AI to be widely used in enterprise software, costs need to fall to about one-tenth of current levels. He said Amazon plans to spend $220 billion in capital expenditure this year, that its main compute supply for 2026 is essentially fully booked, and that most of 2027 has also been reserved; the in-house Trainium chip offers about 30% to 40% better price-performance than comparable processors, and has already secured more than $225 billion in future revenue commitments.
Wallstreetcn
Amazon CEO Jassy: AWS 2026 capacity is sold out, and most of 2028 is also booked
Amazon CEO Andy Jassy said on the Andreessen Horowitz podcast that AWS's 2026 capacity is sold out, 2027 is basically sold out, and a large portion of 2028 is also sold out, but compute is still reserved for on-demand services, EC2, and Bedrock. He said AWS typically only needs to procure servers and networking equipment a few months in advance, and can adjust capital expenditure according to customer demand; he also mentioned that the acquisition of Annapurna Labs supported the in-house Trainium and Graviton chips, and that the investment in Anthropic also drove the Trainium business.
Rohan Paul
Amazon CEO says AWS compute capacity is sold out for 2026; this year's $220 billion in spending still can't meet demand
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.
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