Amazon: AWS Capacity Strongly Booked Until 2028 - CEO Jassy Provides the Counterargument to AI Bubble Concerns

AWS is practically sold out by 2026, according to Amazon CEO Andy Jassy. By 2027, the major capacity blocks are largely allocated, and even for 2028, a significant portion is already booked. Andy Jassy sees today's AI demand like a dumbbell - the largest long-term market in the middle, the broad inference use of existing enterprise applications, is just beginning. According to Amazon, servers and network technology typically amortize in less than three years, but are used for five to six years – many AI contracts last at least five years....