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Amazon CEO Andy Jassy states AWS cloud capacity for 2026 is already sold out, with 2027 largely committed and some 2028 capacity reserved. The company plans about $220 billion in capital expenditure for 2026 and may invest more, reflecting high AI infrastructure demand ahead of Q3 results on October 29.
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Summary by ByteBrief

Amazon pledges to spend €16B+ in Germany in 2027 on AWS and AI data centers, its Leo satellite program, Prime Video media production, and a Berlin robotics lab (Mark Bergen/Bloomberg)

Amazon Abandons $427 Million Data Center Plan

Datacenter Capacity Accelerates to 50GW in 2027