Amazon Web Services (AWS) has already committed practically all of its planned cloud computing capacity for 2027, while a significant portion of the infrastructure planned for 2028 is also reserved. The information was disclosed by Amazon CEO Andy Jassy amid growing demand from companies and artificial intelligence labs for computing power.
In an interview with the Andreessen Horowitz podcast, published on Friday (23), Jassy said that capacity for 2026 is already exhausted and that the company is facing difficulties expanding its infrastructure at the same pace as customer orders.
The executive explained that large capacity reservations already account for most of the supply planned for next year. The situation also extends to 2028, even before all the infrastructure planned for that period comes into operation.
The restriction, however, does not mean that AWS services are unavailable to new customers. According to Jassy, the company maintains resources for on-demand contracts, including Amazon EC2, used to run applications on virtual servers, and Amazon Bedrock, which provides access to artificial intelligence models.
The pressure on infrastructure occurs despite the investments planned by Amazon. The company estimates approximately US$ 220 billion in capital expenditures in 2026, considering its different operations. Jassy said he could invest even more given the amount of demand the company cannot meet.
The growth in infrastructure consumption for AI involves both labs developing advanced models and companies incorporating these technologies into their own operations. During the interview, the CEO also pointed to restrictions in the supply of power, memory and data center capacity, indicating that these bottlenecks should not disappear in 2027.
Amazon will release its third-quarter financial results on October 29, when it may present new information on AWS growth and its infrastructure investments.
