Amazon AWS Cloud Capacity Largely Sold Out Through 2027, CEO Andy Jassy Says

Amazon Web Services has largely sold out its bulk cloud computing capacity through 2027, according to CEO Andy Jassy. Significant capacity commitments are already extending into 2028 as AI labs and enterprises scramble to secure infrastructure. The company previously committed to spending approximately $220B in capital expenditures for 2026 alone to address the infrastructure shortfall. Amazon is reserving a portion of its capacity for on-demand usage, its Bedrock inference service, and EC2, avoiding a complete lockout for ad-hoc workloads. "2027 is largely sold out. We always leave a certain amount for on demand and our inference service bedrock, or EC2, but largely sold out all the big chunks. A good chunk of 2028 is sold out." — Andy Jassy