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Latest / Chips, compute and energy

StatementComputeUSReported

Amazon says AWS capacity is largely sold out through 2027

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Source: The Economic Times

Amazon CEO Andy Jassy said on 23 October 2026 that Amazon Web Services’ cloud capacity is largely sold out through 2027, with a good part of 2028 also committed, on demand for AI infrastructure from AI labs and companies. He said on a video podcast with Andreessen Horowitz’s Ben Horowitz and Erik Torenberg that Amazon could invest a lot more. Amazon had said it would spend about $220 billion in capital expenditure in 2026.

Why it matters

Companies that want large blocks of AWS computing for AI will find most of 2027 already committed; Amazon reports third-quarter results on 29 October.

When
23 Oct 2026
ID
WTA-N-2026-0398
Who
Amazon, Amazon Web Services; Andy Jassy

Summary by wheresthe.ai, from The Economic Times. We could not open the primary document, so it is marked Reported. Checked against the source on 24 Oct 2026.

Read the original at The Economic Times

Source copy: download the page as saved on 24 Oct 2026 (PDF). Also held by the Internet Archive.

Earlier in this Storyline: What led hereAmazon plans A$20bn for Australian data centres between 2025 and 2029

Cite this story

WTA-N-2026-0398: “Amazon says AWS capacity is largely sold out through 2027.” wheresthe.ai, 23 Oct 2026. https://wheresthe.ai/d/us-amazon-says-aws-capacity-largely-sold-out-through-2027-2026-10/ (source: The Economic Times).

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