Rohan Paul (@rohanpaul_ai) · 10/20/2026, 03:21:59
Amazon CEO Jassy Says Compute Shortage Will Last Beyond 2028
By Rohan Paul (@rohanpaul_ai)
68AI Score
Executive Summary
Amazon CEO Andy Jassy stated that the company is out of compute resources until beyond 2028. Ben Horowitz argued this differs from the dot-com bubble, noting that current AI demand significantly exceeds supply capacity.
SOURCE COVERAGEFull Original Report
Rohan Paul (@rohanpaul_ai) · 2026-10-19 19
Amazon CEO Andy Jassy told Ben Horowitz (co-founder a16z) that Amazon is out of compute until beyond 2028
Ben thinks this is not like the dot-com bubble: back then the network was built before there were enough users, while in AI there is more demand than anyone can supply.
Full video on "All-In Podcast" YouTube channel, (link in comment)
