Amazon CEO Jassy Says Compute Shortage Will Last Beyond 2028

1 reports archived1 independent sourcesupdated 10/20/2026, 03:21:59

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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.

LATEST/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.

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Rohan Paul (@rohanpaul_ai)T2·Oct 20, 03:2168 pts
Amazon CEO Jassy Says Compute Shortage Will Last Beyond 2028
- Amazon confirms its compute resource constraints will persist at least until beyond 2028.
- Ben Horowitz distinguishes the AI compute crisis from the dot-com bubble, attributing it to excess demand rather than overbuilding.
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