Jassy: AWS capacity sold out into 2028
Amazon CEO Andy Jassy said on an Andreessen Horowitz podcast that AWS capacity is fully sold out for 2026 and largely sold out for 2027. The company keeps some capacity for on-demand and inference workloads.
- AWS capacity for 2026 is fully sold out
- 2027 is largely sold out as well
- Some capacity is reserved for on-demand and inference
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