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The remarks point to a compute bottleneck: large committed GPU capacity at AWS is largely pre-sold through 2027, with on-demand and Bedrock headroom deliberately held back. Readers should separate the frontier-scale reservations that large model providers need from ordinary on-demand GPU access, which practitioners say is harder to get, and treat the "sold out" framing as a statement about big blocks rather than a full stop. Pricing and availability for Capacity Blocks and on-demand GPUs are the signals to watch for how tight the market really is.
AWS Capacity Largely Sold out through 2027, with On-Demand Headroom Reserved
Amazon CEO Andy Jassy says AWS’s large committed cloud capacity is largely sold out through 2027, with part of 2028 already allocated, while the company continues to reserve headroom for On Demand, EC2 and Bedrock. Practitioners discussing the remarks report difficulty obtaining On Demand capacity for ordinary EC2 instances, and similar constraints at other providers. By Steef-Jan Wiggers
Amazon CEO Andy Jassy recently said that AWS’s large committed cloud capacity is largely sold out through 2027, with a good chunk of 2028 already allocated, while the company continues to reserve headroom for On Demand, EC2 and Bedrock. Jassy made the remarks in a video podcast with Andreessen Horowitz co-founder Ben Horowitz and general partner Erik Torenberg, reported by Reuters on October 23. AWS sells…
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