律动BlockBeats|10月 24, 2026 05:49
[AI Computing Power Demand Soars, Amazon AWS Capacity Sold Out Until 2027, Most of 2028 Capacity Also Booked] Beating AI News reports that Amazon CEO Andy Jassy stated that demand for core computing power from AWS continues to be strong for the next few years. Capacity for 2026 is sold out, 2027 is essentially sold out, and most of the capacity for 2028 has already been pre-booked.
In a podcast episode on Friday hosted by Andreessen Horowitz, Jassy stated that AWS will reserve some computing power for its on-demand computing services, EC2 cloud servers, and AI model inference service Bedrock to meet customers' immediate needs.
Faced with increased long-term orders, Amazon maintains a relatively flexible capital expenditure strategy. Jassy stated that the company typically only needs to purchase servers and network equipment a few months in advance, allowing it to adjust the scale of purchases based on actual demand and reduce the risk of overcapacity when demand slows.
Furthermore, Amazon is continuing to advance its self-developed chip strategy. Jassy stated that the early acquisition of Annapurna Labs was one of Amazon's most successful acquisitions, as the team currently develops the AI chips Trainium and Graviton CPU. Amazon's investment in Anthropic has also driven collaboration between the two companies on the Trainium chip, further promoting synergy between chip development and AI computing power requirements. [Original Link]
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