Amazon CEO: AWS capacity for 2027 is largely sold out

Andy Jassy said on the a16z podcast that AWS is nearly fully booked for 2027, with a good chunk of 2028 already pre-sold. Amazon will spend $220bn this year but still can't meet all demand due to component shortages, including memory.

• AWS will spend $220bn this year yet leave meaningful demand unmet
• 2027 capacity is largely sold out; a good chunk of 2028 is pre-sold
• Component shortages, including memory, will persist for several years
• Jassy says both AI and non-AI cloud demand is growing rapidly