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Amazon's cloud is nearly sold out through 2027. Can its AI spending keep up with demand?

Saturday, October 24, 2026 - 19:01
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Amazon's cloud is nearly sold out through 2027. Can its AI spending keep up with demand?
Amazon plans $220 billion in 2026 capital spending, but CEO Andy Jassy says AI demand is outpacing AWS capacity as the company pushes its own chips.

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