Amazon Web Services (AWS) is experiencing significant capacity constraints, with its infrastructure largely sold out through 2028. CEO Andy Jassy stated that 2026 is fully booked, 2027 is mostly reserved, and a substantial portion of 2028 is also committed. While some on-demand capacity and services like Bedrock for AI models and EC2 for applications remain available, the major capacity blocks are already allocated. AI
IMPACT Indicates potential bottlenecks and increased costs for AI model deployment due to high demand for cloud infrastructure.
RANK_REASON Significant capacity constraints and forward-looking sales commitments from a major cloud provider. [lever_c_demoted from significant: ic=1 ai=0.7]
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