{
  "id": 16242387,
  "title": "Amazon cloud capacity sold out through 2027, CEO Jassy says",
  "url": "https://urgent.news/2026/10/23/amazon-cloud-capacity-sold-out-through-2027-ceo-jassy-says",
  "topic": "tech",
  "section": "Tech",
  "published": "2026-10-23T23:12:17.000Z",
  "source": {
    "name": "Investing.com",
    "slug": "investing-com",
    "url": "https://www.investing.com/news/stock-market-news/amazon-cloud-capacity-sold-out-through-2027-ceo-jassy-says-4970506"
  },
  "original_language": "en",
  "account": "Amazon CEO Andy Jassy disclosed on Friday that the company's cloud computing capacity is largely sold out through 2027, with substantial commitments extending into 2028, due to the escalating demand for AI infrastructure. In a video podcast with Ben Horowitz and Erik Torenberg from Andreessen Horowitz, Jassy highlighted the company's struggle to keep up with the relentless demand from AI labs and enterprises.\n\nEarlier this year, Amazon announced it would spend approximately $220 billion in capital expenditure for 2026. Jassy revealed that the company could invest even more, suggesting it would not be a poor use of capital considering the cloud-computing capacity for 2026 is already sold out.\n\nAccording to Jassy, 2027 is largely sold out, though they always leave a certain amount of capacity for on-demand needs and their inference service Bedrock, as well as EC2, which provides cloud servers for running applications. A significant portion of 2028 is also sold out, he added.\n\nAmazon is set to announce its third-quarter results on October 29.",
  "summary": null,
  "key_points": [
    "Amazon cloud capacity sold out through 2027",
    "CEO Andy Jassy attributes demand surge to AI infrastructure",
    "Company plans to invest more in 2026"
  ],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 4,
    "also_reported_by": [
      {
        "outlet": "Channel News Asia",
        "title": "Amazon cloud capacity sold out through 2027, CEO Jassy says",
        "url": "https://urgent.news/2026/10/23/amazon-cloud-capacity-sold-out-through-2027-ceo-jassy-says-16243282",
        "published": "2026-10-23T23:06:25.000Z"
      },
      {
        "outlet": "Techmeme",
        "title": "Andy Jassy says AWS capacity for 2027 is \"largely sold out\" and a \"good chunk\" of 2028 capacity is also sold, though AWS reserves some capacity for on-demand (Catherine Perloff/The Information)",
        "url": "https://urgent.news/2026/10/24/andy-jassy-says-aws-capacity-for-2027-is-largely-sold-out-and-a-good",
        "published": "2026-10-24T02:55:01.000Z"
      },
      {
        "outlet": "Economic Times Tech",
        "title": "Amazon cloud capacity sold out through 2027, CEO Jassy says",
        "url": "https://urgent.news/2026/10/24/amazon-cloud-capacity-sold-out-through-2027-ceo-jassy-says",
        "published": "2026-10-24T03:53:58.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}