Amazon CEO Andy Jassy said in a video interview that most large blocks of AWS computing capacity for 2027 have been sold, with a substantial portion of 2028 supply also committed. He described AI-lab and enterprise demand outpacing expansion, while noting that capacity is reserved for on-demand use, Bedrock and EC2. Long-term commitments are different from immediate availability of individual services, so the remarks do not mean AWS is entirely sold out. Organizations needing large AI deployments have reason to review capacity commitments and costs early.
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AWS chief says large capacity blocks are mostly booked through 2027
The comments concern long-term commitments, not the exhaustion of all on-demand, Bedrock or EC2 availability.