Jassy said that rapid growth in both AI and non-AI core business has created a conflict in memory allocation, requiring trade-offs between High Bandwidth Memory for AI accelerators and DRAM for core services. He noted that the high volume of demand justifies increased capital investment to further expand the company's infrastructure.
Saturday, October 24, 2026
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AWS Cloud Capacity Sold Out for 2026 and Much of 2027
Tech12 hours ago
Amazon's cloud division has filled nearly all of its compute availability for the coming years, with CEO Andy Jassy stating that a "good chunk" of 2028 bookings is already gone. AWS capacity is currently sold out for 2026 and largely booked for 2027, as constraints on power, memory, and data center space persist through the end of 2027.
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