Yhn BusinessRetail first seen 2 d ago, last 43 min ago, peak #4
Amazon says cloud capacity sold out through 2027
Original: Amazon cloud capacity sold out through 2027, CEO Jassy says
Amazon CEO Andy Jassy says AWS cloud capacity is effectively sold out through 2027, driven by surging demand for AI computing. The statement underscores how far demand for data centre power and servers outstrips supply, with rivals like Microsoft and Google facing similar constraints as they race to expand AI infrastructure.
Why now: It signals extraordinary AI-driven demand for cloud infrastructure, raising questions about pricing, supply and Amazon's capital spending.
AmazonAWSAndy JassyMicrosoftGoogle
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Evidence
- Amazon cloud capacity sold out through 2027, CEO Jassy says · unclebucknasty · 7
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