Amazon CEO Andy Jassy on the Infrastructure the AI Era Needs
Amazon spending $220B on AI infrastructure yet data center capacity is sold out through 2028
“Large labs are willing to pay almost anything for power, cooling, and chips.”
Amazon CEO Andy Jassy revealed that despite $220 billion in 2026 capital expenditures and 28% AWS growth, demand for AI infrastructure is so severe that data center capacity is sold out through 2027 and largely into 2028. Jassy stated Amazon is still leaving significant demand unsatisfied, underscoring that supply constraints — not investment appetite — are the binding factor in AI buildout. This signals that hyperscaler infrastructure is a hard ceiling on AI deployment timelines industry-wide.