AWS Capacity Sold Out Through 2028 as Amazon Spends $220B to Meet DemandRohan Paul (@rohanpaul_ai)T2Infra

Rohan Paul (@rohanpaul_ai) · 10/24/2026, 07:34:21

AWS Capacity Sold Out Through 2028 as Amazon Spends $220B to Meet Demand

By Rohan Paul (@rohanpaul_ai)

68AI Score

Executive Summary

Amazon CEO Andy Jassy revealed that AWS compute capacity is fully sold out for 2026, mostly sold out for 2027, and partially booked for 2028. Despite a massive $220 billion infrastructure investment this year, Amazon cannot keep pace with the explosive demand driven by AI. This signals a severe global compute shortage, highlighting unprecedented capacity bottlenecks facing major cloud providers.

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Rohan Paul (@rohanpaul_ai) · 2026-10-23 23

AWS capacity is sold out for 2026, mostly sold out for 2027, and partly gone for 2028

Amazon is spending $220B this year and still can't keep up with demand

-Amazon CEO Andy Jassy

Full video on "a16z" YouTube channel, (link in comment)

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