Amazon CEO Jassy: AWS capacity sold out for 2026, largely booked through 2027 and into 2028

What happened

Amazon CEO Andy Jassy said on Friday, October 23, in a video podcast hosted by Andreessen Horowitz co-founder Ben Horowitz and general partner Erik Torenberg, that Amazon Web Services capacity for 2026 is already sold out, capacity for 2027 is largely committed, and a significant portion of 2028 capacity is already booked, as reported by Reuters. Jassy described AI infrastructure demand as insatiable, driven by AI labs and enterprises, and said Amazon keeps some capacity available for on-demand services, EC2 and Bedrock inference, but that the large longer-term capacity blocks are largely committed. He said Amazon's roughly $220 billion 2026 capex plan could rise further, adding: 'If we could build more, we would; this would not be an inefficient use of capital.'

Who’s affected

• Amazon (AMZN) — AWS is its profit engine; multi-year pre-booked capacity gives unusual revenue visibility ahead of its October 29 earnings, while also locking in heavy capex
• Microsoft (MSFT) and Alphabet (GOOGL) — hyperscaler peers reporting October 28; AWS's sold-out status sets the demand benchmark their cloud commentary will be judged against
• Nvidia (NVDA) and other AI chip/data-center suppliers — booked capacity implies continued chip and server demand, but also that delivery depends on chip supply and power availability
• Data-center, power and memory names — Jassy cited data centers, power and memory as the binding constraints, a read-through for builders and component suppliers

Sources

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