Andy Jassy Says AWS Is Sold Out Through 2027 With Chunks of 2028 Already Spoken For

Speaking on an a16z podcast on October 23, AWS CEO Andy Jassy said 2026 cloud capacity is already sold out and '2027 is largely sold out,' with 'a good chunk of 2028' also committed, leaving only reserves for on-demand EC2 and Bedrock inference. Jassy pegged Amazon's 2026 capital expenditure at roughly $220 billion and said the company 'could invest a lot more and it wouldn't be a bad use of capital,' calling AI-driven demand from labs and enterprises insatiable.