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Updated 8:00 AM ETOfficial news, first rumor reports and substantive progress. Each entry keeps the information published at that time.
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Updates 2 items · newest first · page 1 of 1
- Amazon CEO says AWS cloud capacity is largely sold out through end-2027 on AI demand, per 36Kr
36Kr, citing Jiemian News, reports Amazon CEO Andy Jassy saying AI infrastructure demand has largely sold out AWS cloud capacity through the end of 2027, with many orders already stretching into 2028, as Amazon races to serve AI labs and enterprises.
- Amazon is buying billions of dollars of Nvidia GPU racks ahead of time, but some sit idle in warehouses for lack of power, per 36Kr
An internal Amazon email shows a new early rack-acceptance program under which the company will take about $5 billion of Nvidia GB300 server racks for US data centers before the sites are ready, then keep adding about $3 billion of hardware a month, according to a Cailian Press report carried by 36Kr. Several AWS sites do not yet have enough power, so many of the GPUs are sitting unused in staging warehouses.