Amazon's CEO says its cloud is sold out for 2026 and largely sold out for 2027, which could mean waits or higher costs for businesses adding new projects.
Amazon's cloud business is nearly out of room. CEO Andy Jassy said on an Andreessen Horowitz podcast, released on Friday, that 2026 is "obviously at this point sold out" and that 2027 is "largely sold out."
AWS is Amazon Web Services, the cloud arm of Amazon. It rents computing power to other companies, so they do not have to buy and run their own machines. Sold out means customers have already reserved most of what Amazon can offer.
Jassy also said Amazon always leaves a certain amount open for on demand use and for its inference. The available text cuts off there, so what he said about that held-back portion is not known.
Any business that runs on cloud services could feel this. If you want to add a new project, tight supply could mean waiting longer or paying more. That is a risk, not a confirmed result. The comments as reported do not mention prices or delays.
If your business plans new cloud projects, ask early about capacity and cost, since Amazon says its supply is largely spoken for through 2027.
A writer gave Claude control of his rooted LG TV and fixed slow startup, uneven app volume and a dull screensaver. The privacy gains are less certain.
Read more: A writer used Claude to fix his LG TV's slow startup and loud appsTuring Award winner Richard Sutton says more computing power alone will not make AI truly smart. Big AI companies disagree, which matters for anyone betting on AI.
Read more: AI pioneer says piling on computing power won't make machines smartAnthropic has reportedly committed $3.4bn to gas-fired power for its AI data centers, a sign of how much electricity AI now needs.
Read more: Anthropic spends $3.4bn on gas power plants for its AI data centres
