Amazon says cloud capacity is largely sold out through 2027
Amazon CEO Andy Jassy says AWS cloud capacity is largely committed through 2027, with significant customer commitments already extending into 2028.
By TomorrowNews · AI-assisted briefing · Briefing published 25 October 2026
AI-generated illustration — not a photograph of the event. Conceptual editorial rendering, not documentary evidence. · TomorrowNews / AI-generated illustration
Jassy said demand from AI laboratories and enterprises is outpacing supply. AWS keeps some capacity available for on-demand services such as EC2 and Bedrock, but its largest blocks are already committed.
Amazon previously said it expected about $220 billion in capital expenditure during 2026. Jassy argued the company could invest more without wasting capital because current-year cloud capacity is already sold out.
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