Amazon's Jassy says most AWS capacity is sold out to end of 2027
Amazon CEO Andy Jassy says major commitments reach into 2028, and he linked this to rising demand for AI infrastructure.
Amazon's cloud computing business has little room left for new big customers in the next couple of years, according to chief executive Andy Jassy. He said on Friday that most of the computing capacity at Amazon Web Services is already spoken for up to the end of 2027, and that major commitments reach into 2028. He linked this to rising demand for AI infrastructure.
Jassy says demand is outpacing supply
The remarks came during a video podcast hosted by Ben Horowitz, a co-founder of Andreessen Horowitz, alongside Erik Torenberg, a general partner there, where Jassy was the guest. In his account, AI labs and enterprises are generating what he called insatiable demand, and Amazon is finding it hard to match that pace.
On 2027, he said: "2027 is largely sold out. A good chunk of 2028 is sold out," he added. He noted that Amazon keeps some capacity aside for on-demand use and for its inference service Bedrock, or EC2, but that the big blocks are largely sold.
Bedrock lets customers tap AI models for building generative AI applications, whereas EC2 is an AWS offering of cloud servers on which applications can run.
Spending plans for 2026
Amazon indicated earlier in the year that its 2026 capital expenditure would come to roughly $220 billion. Because capacity for cloud computing in 2026 has already been fully sold, Jassy said the company "could invest a lot more and it wouldn't be a bad use of capital,"
On October 29, Amazon is due to publish earnings for its third quarter.
