Amazon AWS Cloud Capacity Fully Booked Through 2027 as AI Demand Overwhelms Infrastructure

Amazon CEO Andy Jassy revealed that AWS cloud computing capacity is already sold out through 2027, with substantial commitments extending into 2028, as artificial intelligence workloads outpace the company's massive infrastructure buildout. Speaking during an October 23, 2026 video podcast hosted by Andreessen Horowitz, Jassy stated that AWS capacity for 2026 is fully committed, "2027 is largely sold out," and "a good chunk of 2028 is sold out," though Amazon maintains reserves for on-demand services, Bedrock inference workloads, and EC2 instances. The unprecedented scarcity underscores how quickly demand for AI infrastructure—driven by enterprises and AI labs training and deploying large language models and other generative AI applications—has outpaced even Amazon's aggressive capital expansion plans.