Amazon (AMZN.US) CEO: AWS cloud computing capacity has been sold out until 2027, and a large amount of production capacity has already been reserved by customers for 2028.

智通财经2026/10/24 03:31

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Zhitong Finance APP reports that Amazon (AMZN.US) CEO Andy Jassy said on Friday that as demand for artificial intelligence (AI) infrastructure continues to grow, Amazon AWS cloud computing capacity is basically sold out until 2027, and a large amount of capacity for 2028 has already been pre-committed by customers. In a video podcast, Jassy stated that in the face of relentless demand from AI labs and enterprise clients, Amazon is working hard to keep up with the pace of market demand growth.

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MAGS ETF has retreated nearly 7% from its yearly high, with Meta and Tesla's financial reports triggering volatility. Microsoft, Alphabet, and Amazon are about to release their earnings, and market attention is shifting from revenue to AI capital expenditures and free cash flow. Each of the three tech giants has invested over $100 billions in AI.

智通财经•2026/10/26 00:36