AWS AI Computing Capacity Sold Out Through 2026, Nearly Full for 2027–2028

According to Amazon CEO Andy Jassy, AWS's core AI computing capacity for 2026 is fully sold out, with 2027 nearly sold out and most of 2028 capacity already pre-booked. Jassy made the remarks in a podcast with Andreessen Horowitz published this week. AWS will continue to reserve computing resources for on-demand services, EC2 cloud servers, and Bedrock AI model inference to meet immediate customer needs.
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