Wire · operational-macro
AWS capacity sold out for 2026, largely booked for 2027, says Amazon CEO Andy Jassy
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Fusion42 · 25 October 2026 · Fusion42 review
Amazon CEO Andy Jassy announced that AWS's cloud capacity for 2026 is fully booked, with much of 2027 and a significant portion of 2028 also reserved. The surge in AI demand is straining AWS's infrastructure limits, prompting potential increases in capital expenditure beyond the planned $220 billion for 2026.
This Wire brief sits within Fusion42's coverage of Cloud Infrastructure, and 6 sources have reported it between 23 Oct 2026 and 25 Oct 2026.
◆ ◆ The Wire takeaway
AWS's full bookings through 2027 means you face stiff competition for cloud resources this year. Expect prices or wait times to rise, so explore alternative cloud or edge providers while you can.
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6 sources · first reported 23 Oct 2026 · latest 25 Oct 2026
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