The Information · Catherine Perloff ·

Andy Jassy says AWS capacity for 2027 is "largely sold out" and a "good chunk" of 2028 capacity is also sold, though AWS reserves some capacity for on-demand

Amazon Web Services capacity is mostly booked up through at least next year, Amazon CEO Andy Jassy …

In this story Andy Jassy AWS

Andy Jassy says AWS capacity for 2027 is "largely sold out" and a "good chunk" of 2028 capacity is also sold, though AWS reserves some capacity for on-demand

Lead Source

The Information — Andy Jassy says AWS capacity for 2027 is "largely sold out" and a "good chunk" of 2028 capacity is also sold, though AWS reserves some capacity for on-demand ↗

How this story grew

Coverage · 0 Discussion · 0

Oct 24Oct 26

More

Crypto Briefing: Crypto Briefing

24/7 Wall St.: 24/7 Wall St.

Reuters: Reuters

Finimize: Finimize

Discussion

Related stories

SemiAnalysis: Analysis: SpaceX revises its 2027 data center capacity target up to a record ~13GW, roughly equivalent to all of Google's capacity from 1999-2026 in 1.5 years

TechCrunch: Andy Jassy says Prime Video has "a revenue run rate in the tens of billions of dollars and is now profitable in its own right"

The Information: Analysis: since October, Anthropic has entered into agreements for at least 14.8 GW of compute capacity and may spend as much as $517B over the next decade

Reuters: ASML says it cannot fully meet AI-driven demand for its chipmaking tools in 2027 and 2028, and is seeing "strong interest" in orders for 2029 and 2030

SemiAnalysis: Analysis: companies are set for a massive acceleration of 50GW+ in data center capacity additions in 2027; 24GW+ across 40 campuses are in the advanced stages

Discuss with AI

ChatGPT ↗ Claude ↗

← Back to TechSnif