Amazon CEO Andy Jesse said that the core capacity of Amazon Web Services cloud services is almost fully reserved by customers until the end of 2027. A significant part of the resources are already contracted for 2028. The main source of demand is artificial intelligence infrastructure. Modelers and enterprise customers need computing resources to train and run AI services, and AWS hasn't been able to expand its offerings at a similar pace. At the same time, the company maintains a certain reserve for cloud services provided on demand, so we are not talking about a complete unavailability of the platform for new customers. Amazon previously estimated capital expenditures for 2026 at about $220 billion. Jesse allowed the investment to increase, believing that the additional capacity would find buyers. Pre-ordering years in advance turns the construction of data centers from an expensive project into a race for affordable computing infrastructure.

Amazon CEO Andy Jesse said that the core capacity of Amazon Web Services cloud services is almost fully reserved by customers until the end of 2027. A significant part of the resources are already contracted for 2028. The main source of demand is artificial intelligence infrastructure. Modelers and enterprise customers need computing resources to train and run AI services, and AWS hasn't been able to expand its offerings at a similar pace. At the same time, the company maintains a certain reserve for cloud services provided on demand, so we are not talking about a complete unavailability of the platform for new customers. Amazon previously estimated capital expenditures for 2026 at about $220 billion. Jesse allowed the investment to increase, believing that the additional capacity would find buyers. Pre-ordering years in advance turns the construction of data centers from an expensive project into a race for affordable computing infrastructure.