Amazon CEO Andy Jassy said AWS cloud-computing capacity is sold out for 2026. [1, 11] He said capacity is largely sold out through 2027. [1, 11] Speaking on a podcast, Jassy added that a good chunk of 2028 capacity is also committed. [3, 4, 12]
Jassy attributed the squeeze to insatiable demand for AI infrastructure from AI labs and enterprise customers. [3, 4, 12]
Amazon plans about $220 billion in capital expenditures for 2026 to expand its data centers. [1, 3] Jassy said the company could invest even more and that doing so would be justified by demand. [12, 13]
AWS reserves some capacity for on-demand customers using services such as EC2 and Bedrock. [7, 12]