According to Amazon CEO Andy Jassy on October 23, AWS cloud computing capacity for 2026 is sold out, 2027 is substantially booked, and 2028 has already attracted considerable pre-orders. Demand from AI labs and enterprises is straining cloud infrastructure supply. AWS will retain some resources for on-demand services like EC2 and Bedrock, while locking in large-capacity reservations with customers. Amazon allocated approximately $220 billion in capital expenditures for 2026 to address the surge in demand.

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