Amazon Cloud Capacity Sold Out Through 2027 Over AI Infrastructure Demand

Amazon Chief Executive Officer Andy Jassy announced that Amazon Web Services has largely sold out its cloud computing capacity through 2027. The unprecedented demand is driven by global companies rapidly scaling their artificial intelligence operations and locking down infrastructure commitments well into 2028.

This infrastructure crunch highlights the intense race among technology hyperscalers to construct data centers. As capital expenditure surges globally, Amazon is racing to expand its pipeline to prevent long-term capacity shortages from bottlenecking enterprise generative AI development.