AWS Cloud Capacity Sold Out Through 2027 as AI Compute Demand Exceeds All Expectations

Amazon's cloud infrastructure is completely booked through 2027, with most of 2028 already committed, as artificial intelligence workloads shatter capacity projections across the industry. In a podcast interview on the a16z Show released October 23, AWS CEO Andy Jassy disclosed that the company's compute capacity is "largely sold out" through 2027, with "a good chunk of 2028" already reserved by customers. The candid admission underscores an unprecedented crunch in AI infrastructure that is reshaping the entire cloud market.