RT @CapexAndChill: Andy Jassy: "There's only so much data center and power today. There's only so much memory. And I don't think that that shortage ends in 2027. I believe one of the reasons when we're coming back to the capital investment, why I think we can invest a lot more and wouldn't be a bad use of capital is that '26 is obviously, at this point, sold out. '27 is largely sold out. We always leave a certain amount for on-demand in our inference service, Bedrock or EC2, but largely sold out, all the big chunks. A good chunk of '28 is sold out." Amazon reports Thursday, and the constraint is strictly about supply, not demand. Jassy claims it runs through 2028. The question is whether AWS growth holds up while the capacity is sold out. $AMZN Amazon CEO Andy Jassy on the $220 Billion A
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