AWS Sold Out Of Capacity Into 2028, Jassy Says

Amazon CEO Andy Jassy stated on an Andreessen Horowitz podcast that Amazon Web Services capacity is mostly booked through at least next year. According to Jassy, 2026 is currently sold out, and 2027 is largely sold out. The company maintains a specific amount of capacity reserved for on demand services and inference. This indicates a high demand for AWS cloud infrastructure, leaving limited availability for new large-scale commitments over the next several years.