Business · Companies · 1 hr ago
AWS Cloud Capacity Booked Through 2027 Amid AI Demand
Amazon CEO Andy Jassy says AWS cloud capacity is running short as demand for computing grows.
This year's supply is sold out, and most of 2027 is booked, with a significant share of 2028 capacity also reserved.
Amazon has kept some capacity available for customers needing it immediately and for its Bedrock and EC2 services.
AI companies and other businesses are driving demand, while data centers, electricity, chips and memory remain limited.
Amazon plans to spend about $220 billion this year on capital projects, including AI data centers and computing infrastructure, but Jassy says that may not be enough to meet demand.
The shortage could affect AWS growth and profitability, which investors are watching.
Amazon is due to report third-quarter results on October 29; Jassy says the company can adjust purchases of servers and network equipment if demand slows.
Amazon CEO Andy Jassy said AWS has sold out its cloud computing capacity for this year and most of its capacity for 2027.
A substantial portion of AWS capacity for 2028 has also been reserved, he said.
Jassy attributed the shortage to surging demand for computing resources from AI companies and other businesses.
Amazon plans to spend about $220 billion on capital investment this year, but Jassy said even that would not meet demand.
He said AWS had held back some capacity for customers’ immediate needs and for its Bedrock and EC2 services.
- Who
- Amazon CEO Andy Jassy said AWS cloud capacity was largely booked.
- What
- AWS capacity for this year is sold out, and most of its 2027 capacity is reserved.
- When
- Jassy’s comments were reported on October 23, 2026.
- Where
- Amazon Web Services’ cloud computing business. A more specific location is not stated.
- Why
- Demand for computing resources is rising sharply, driven by AI research labs and other businesses.
This story does not have two clearly opposing sides.
This story does not have a timeline yet.
- This year's AWS capacity
- Sold out
- 2027 AWS capacity
- Most capacity reserved
- 2028 AWS capacity
- A substantial portion reserved
- Amazon planned capital spending
- About $220 billion this year
- AWS services named
- Bedrock and EC2
2 sources
What people are saying
This year's capacity is already sold out, and most of 2027's capacity is sold out.
A substantial portion of 2028's capacity is also reserved.
Demand for computing resources is increasing rapidly, not only from AI labs but also from ordinary businesses.
Even if we invest much more, it would not be a poor use of capital.