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AWS has sold out its main 2026 capacity and is essentially sold out for 2027

AWS has sold out its main 2026 capacity, is largely sold out for 2027 and has a good chunk of 2028 booked. The company plans about $220B of capex for 2026 and still cannot meet demand.

  • Compute & infrastructure
  • Capital allocation
Server racks lit green in a dark data-centre aisle
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01What happened

By the company's own account: main 2026 capacity is sold out, 2027 is essentially sold out, and a substantial share of 2028 is already committed. Some capacity is held back for on-demand instances and model inference, but the whole blocks that suit large training runs and cluster deployments are largely reserved.

Demand is described as two-ended: model labs and a handful of fast-growing AI applications at one end, enterprises using AI to cut cost at the other.

AWS booked $42.2B of revenue in Q2, up 36.7% year on year; its AI business runs above a $25B annual rate.

02By the numbers

$220B
planned capex for 2026
2027
the year capacity is essentially sold out
$25B
annualised AI revenue

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