AMAZON CLOUD CAPACITY SOLD OUT THROUGH 2027, CEO JASSY SAYS

Summary from the TLDR IT newsletter

Amazon CEO Andy Jassy says AWS' large capacity commitments are largely booked through 2027, with substantial commitments already extending into 2028 as AI demand grows. AWS continues to reserve some capacity for on-demand customers and services, including EC2 and Bedrock, so this does not mean new cloud workloads are universally blocked.