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AWS capacity for 2027 largely booked amid AI demand, Jassy says
Amazon CEO Andy Jassy said sustained demand from AI labs and business customers has left AWS capacity for 2027 largely booked, with a substantial share of 2028 capacity also reserved. AWS will retain some resources for on-demand use, Bedrock and EC2, while most large blocks suited to bulk purchases have already been booked.
Source published: Brief prepared:
What to know
- 01
Jassy said cloud capacity for 2026 is fully booked and that Amazon could increase investment further.
- 02
Amazon previously announced planned capital spending of about $220 billion for 2026.
Why it matters
These bookings offer context for understanding the relationship between AI infrastructure demand and Amazon’s capital investment.
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