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
THE SO WHAT
Cloud capacity for high-intensity workloads is turning into a pre-booked, multi‑year asset, not an elastic utility you can assume will be there. If you’re planning large AI or data infrastructure on AWS beyond 2025, treat capacity like a procurement problem now — secure commitments, model lock‑in risk, and line up contingency plans across regions or providers.
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