Jassy says AWS capacity booked through 2027 and into 2028

Amazon CEO Andy Jassy said Amazon Web Services has sold out its cloud capacity for 2026, booked most major allocations for 2027 and already committed a substantial portion of 2028 capacity, as demand for computing continues to outpace available supply. Jassy made the remarks in a video podcast released October 23. He said AWS retains some capacity for on-demand services, including its Bedrock inference service and EC2 cloud servers, but that the large allocations for 2026 and 2027 are largely spoken for. He described a good portion of 2028 capacity as sold. The comments point to ongoing pressure on Amazon’s infrastructure as companies and research groups seek computing resources for artificial intelligence alongside conventional cloud services. Jassy said the company is struggling to accommodate all the demand. The capacity claims come from his podcast remarks and have not been independently established in the reports reviewed. Jassy said Amazon expects about $220 billion in capital expenditures in 2026 and could spend more. He did not specify how much of that estimate is intended for AWS or how much additional investment might be made. The amount cited in October is higher...