Amazon CEO Andy Jassy on Why Amazon Is Investing $220 Billion in AI

Amazon is sold out of AI data-center capacity through 2027-28 despite $220B CapEx, with inference cost cuts seen as the key enterprise-adoption unlock.

• $220B CapEx, sold out: Amazon's 2026 capacity is sold out, 2027 is largely sold out, and a good chunk of 2028 is already committed, yet demand still exceeds supply.
• AWS AI growth unprecedented: AWS's AI business hit over $25 billion run-rate in three years, versus $60 million after AWS's first three years—"several hundred times faster."

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