Jassy says large AWS capacity blocks are largely booked while on-demand reserves remain

The reported interview distinguishes advance commitments from capacity held for EC2 and Bedrock, and explains how server purchases can follow demand.

Amazon chief executive Andy Jassy said that major blocks of AWS capacity are largely booked through 2027, with some 2028 capacity also committed, according to The Information's October 23 account of an Andreessen Horowitz podcast. The company still leaves capacity for on-demand use and inference through services such as EC2 and Bedrock, he said.

That distinction matters for customers reading a sold-out headline. Advance commitments for large deployments and the capacity available through an on-demand service are different parts of the operating plan. The reported remarks do not establish that every customer is unable to start an EC2 instance or make a Bedrock request.

Jassy also described flexibility in hardware purchasing. He said AWS can buy server and networking equipment only a few months ahead, allowing those purchases to respond if demand for planned data-centre space slows. Constructing a building and filling it with equipment therefore do not have to happen on one fixed schedule.

The interview also connected Amazon's chip-development work with its investment in Anthropic. Jassy described learning between the companies as Anthropic builds on Trainium. The account positions that collaboration alongside the broader capacity discussion rather than identifying one universal accelerator requirement for every AWS workload.

For infrastructure planning, the concrete issue is when a particular type of capacity is needed and how it will be obtained. Long-term large-block commitments, on-demand reserves and staged equipment purchases help explain how a provider can report strong forward bookings while continuing to operate services for customers with different requirements.

Sources

- [AWS Largely Sold Out Of Capacity Into 2028, Jassy Says](https://www.theinformation.com/briefings/aws-sold-capacity-2028-jassy-says) — The Information