On October 23, local time, Amazon CEO Andy Jasi said in an interview with the US venture capital agency a16z that even after investing about 220 billion US dollars in capital expenses in 2026, Amazon still has a large number of customer needs that cannot be met. Currently, the main computing capacity of AWS has been sold out in 2026, most of the production capacity has been reserved in 2027, and quite a bit of production capacity has been promised by customers in 2028.

Zhitongcaijing · 2d ago
On October 23, local time, Amazon CEO Andy Jasi said in an interview with the US venture capital agency a16z that even after investing about 220 billion US dollars in capital expenses in 2026, Amazon still has a large number of customer needs that cannot be met. Currently, the main computing capacity of AWS has been sold out in 2026, most of the production capacity has been reserved in 2027, and quite a bit of production capacity has been promised by customers in 2028.