AWS's cloud capacity largely booked through 2027

Amazon Web Services’ cloud computing capacity is largely booked through 2027, with 2026 already sold out, according to CEO Andy Jassy.

The high demand for AI infrastructure has been a major contributor to this situation, with AI labs and businesses driving the relentless demand.

Amazon may increase its capital expenditure for cloud expansion, with Jassy hinting that investing more in cloud computing capacity would be a good use of capital.