Wire · operational-macro
Andy Jassy Says AWS Is Sold Out Through 2027 With Chunks of 2028 Already Spoken For
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Fusion42 · 24 October 2026 · Fusion42 review
AWS CEO Andy Jassy revealed that Amazon's cloud capacity for 2026 is fully booked, with 2027 mostly sold out and significant commitments already made for 2028, driven by strong AI-related demand. Amazon's planned capital expenditure for 2026 is about $220 billion, reflecting intense demand from AI labs and enterprises.
This Wire brief sits within Fusion42's coverage of AI Infrastructure, and 3 sources have reported it between 23 Oct 2026 and 24 Oct 2026.
◆ ◆ The Wire takeaway
AWS's full bookings through 2027 and into 2028 mean you face a tougher market for cloud capacity this year. If your AI or enterprise app relies on AWS, start looking for alternatives or secure capacity now.
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3 sources · first reported 23 Oct 2026 · latest 24 Oct 2026
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